Ben Preston
Articles by Ben Preston
Orbis: Identifying opportunities in a turbulent market
The continued outperformance of certain sectors, especially technology, has created an extremely high level of concentration within markets. This provides a...
Orbis: enthusiasm for the portfolio
Contrarian investing is a strange profession. When things are going well, you can look like a magician – earning extraordinary returns while others flounder....
Finding value in an over-valued world
Defensive shares are normally a safe place to “hide” when valuations look high, but Orbis is currently finding more opportunities among cyclical shares where...
Tech stocks: Is history repeating itself?
To cut through the suspense, let me admit up front that I’m not going to answer the question directly: we don’t find it productive to spend a lot of time...
Orbis: We welcome the rise of passive investing
The Wall Street Journal ran a series this month commemorating the rise of passive investing. The articles make ‘the case for the triumph of passive’, calling...
Pursuing long-term returns without simply reaching for risk
Ben Preston and Maurits Ovaa explain why Orbis believes minimising losses is arguably more important than maximising gains at a time when many stock markets ...
Japan: economic pessimism creates buying opportunities
As bottom-up stock pickers, we believe that great investment opportunities can be found in even the most challenging conditions. Japan is a perfect example....
