Mark Dunley-Owen
Articles by Mark Dunley-Owen
Orbis Optimal SA: Earning its keep in volatile times
Amid widening uncertainty and complex geopolitical risks Mark Dunley-Owen and John Christy, portfolio managers at our offshore partner, Orbis, reflect on how...
Orbis Global Cautious: Finding opportunity beyond traditional safe havens
Against an increasingly complex global backdrop, Mark Dunley-Owen from our offshore partner, Orbis, reflects on the risks of relying on perceived “safe-haven...
Don’t just stand there
At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Mark Dunley-Owen, portfolio manager at our offshore partner, Orbis, shared updates on th...
Orbis Optimal SA: Taking advantage of attractive entry points
Portfolio manager Mark Dunley-Owen reflects on the recent performance of the Orbis Optimal SA Fund, highlighting key contributors, detractors and why the tea...
Orbis: Our perspective on developed market bond yields
Bonds are typically included in an investment portfolio to provide diversification and deliver yield. Developed market bonds are currently offering much lowe...
The end of the free lunch
There is no such thing as a free lunch. Yet recent times have provided South African savers with something close to this, as risk-free returns from money...
If South Africa was a company would you include it in your portfolio?
Sentiment towards South Africa is poor. It is tempting to believe that excessive bad news is priced into South African assets, which should deliver attractiv...
Should you have bonds in your portfolio?
Bonds are boring, or so the saying goes. A better interpretation is that bond returns are less volatile than equity returns, most of the time...
Commodities: Opportunity or risk?
We are ‘bottom-up’ investors who pay more attention to valuations than to macroeconomic forecasts. We do extensive research to calculate what we believe is...
South African Banks: Do valuations support the risks?
There has been much volatility in the banking sector over the last few months: Barclays is exiting Africa, Old Mutual may be selling its stake in Nedbank,...
Standard Bank: Has anything changed?
Standard Bank is a Top Five holding in the Allan Gray Equity and Balanced Funds. Mark Dunley-Owen discusses why we believe it is an attractive investment for...
An alternative view of commodity demand and supply
In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...
