Eric Marais - Allan Gray

Eric Marais

Eric joined Orbis in 2013 and is a member of the Institutional Client Servicing team, where he is primarily responsible for servicing institutional clients and consultants in the US market. He previously spent eight years in Orbis’ Investment team analysing US stocks across all sectors, and retains some responsibilities, including stock coverage in the Investment team. Before that, he worked as an investment analyst at Allan Gray Proprietary Limited. Eric holds a Bachelor of Science (Honours) degree in Engineering from the University of Cape Town and is a CFA® charterholder.

Articles by Eric Marais

Insights categories - Offshore investing

Orbis: The case for the not so boring middle

By Eric Marais and Matt Adams on 12 Jul 2021

Viewing time: 1 min

The past few quarters have seen a shift in market leadership, with technology stocks giving up ground to other, more cyclical sectors, prompting many to ask:...

Insights categories - Offshore investing

Orbis: Are there real long-term opportunities in the US?

By Matt Adams and Eric Marais on 22 Apr 2021

Reading time: 13 mins

With just 30% of assets invested in US shares versus 66% for the MSCI World Index, the Orbis Global Equity Fund’s current underweight to the US market is the...


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