Articles by Matt Adams
Orbis: The case for the not so boring middle
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:...
Orbis: Are there real long-term opportunities in the US?
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...
Orbis Global Equity: Investing differently
Over the last five years, the median global equity manager has underperformed the MSCI World Index and many value-oriented global equity managers have done...
XPO Logistics: Diversification through owning both shares and bonds
Forming contrarian views about the intrinsic value of companies is the core of what we do. In the Orbis Global Balanced Fund, this fundamental company resear...
The case for active management
It is popular these days to talk about how difficult the past several years have been for active managers. In a sense, however, active management is always...
The case for active management
It is popular these days to talk about how difficult the past several years have been for active managers. In a sense, however, active management is always...