Jonathan Brodie

Jonathan joined Allan Gray Investment Counsel in South Africa as an investment analyst in 1980. He joined Orbis in 2001 and is a non-executive director of Orbis Holdings SA Limited. Effective 2012, he is a part-time consultant to Orbis, working with Orbis’ team of investment counsellors, the interface with the investment team. He also heads the Buchanan Programme, an Orbis employee philanthropic giving effort.

Articles by Jonathan Brodie

Investing: a history of bubbles

By Jonathan Brodie on 30 Jun 2012

'Invest in stocks? Forget about it.' - USA Today headline, 8 May 2012. As contrarian investors, we cannot help but take notice when one of the most widely re...

Things you can control, and things you cannot

By Trevor Black and Jonathan Brodie on 31 Dec 2011

In this current very uncertain world, we cannot begin to control or predict political or economic outcomes. But we can control what shares we buy and we are...

The story is in the stocks

By Jonathan Brodie and Trevor Black on 30 Jun 2010

Investors who give their money to professional managers to invest still wish to remain informed about what their managers are thinking and how therefore they...

Tough to be different

By Jonathan Brodie and Trevor Black on 31 Dec 2009

In the Q2 Quarterly Commentary, Jonathan Brodie and Trevor Black of Orbis discussed the fact that long-term outperformance requires a partnership between the...

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