Brett Moshal
Brett joined Orbis in 2003. He is based in London, co-leading the Japan Investment team, and is responsible for the Orbis Japan Equity Strategy. Brett holds a Bachelor of Commerce and Bachelor of Accounting Science degree, both from the University of the Witwatersrand, and is a Chartered Accountant and CFA® charterholder.
Articles by Brett Moshal
Orbis Japan Equity: Finding opportunity beyond the AI trade
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
Orbis Global Equity: Value in a changing Japan
Optically, Japan has not been an attractive investment destination over the last 30 years. However, Brett Moshal, from our offshore partner, Orbis, illustrat...
Orbis: Is value investing dead?
Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...
