Matt Adams - Allan Gray

Matt Adams

Matt joined Orbis in 2010 and leads the US Investment team. He is a member of the firm’s US board of directors. He previously served as an officer in the United States Army where he held a variety of leadership roles. Matt holds a Bachelor of Science degree in Electrical Engineering from the United States Military Academy, a Master of Philosophy in Engineering from Cambridge University, a Master of Science in Electrical Engineering from the University of Washington, and a Master of Business Administration from the Stanford Graduate School of Business.

Articles by Matt Adams

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...

Insights categories - Offshore investing

Orbis Global Equity: Investing differently

By Matt Adams on 19 Apr 2018

Reading time: 11 mins

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...

Insights categories - Offshore investing

XPO Logistics: Diversification through owning both shares and bonds

By Ashley Lynn and Matt Adams on 30 Jun 2016

Reading time: 7 mins

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...

Insights categories - Offshore investing

The case for active management

By Matt Adams and Adam R. Karr on 30 Jun 2015

Reading time: 9 mins

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...


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