Matt Adams

Matt joined Orbis in 2010. Based in San Francisco, he researches US equities, leads the US team’s investment process, shares responsibility for managing the Orbis US Equity Strategy and is a member of the firm’s US board of directors. He 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

Orbis: The case for the not so boring middle

By Eric Marais and Matt Adams on 12 Jul 2021

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?

By Matt Adams and Eric Marais on 22 Apr 2021

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

By Matt Adams on 19 Apr 2018

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

By Ashley Lynn and Matt Adams on 30 Jun 2016

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

By Matt Adams and Adam Karr on 30 Jun 2015

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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