The investment case for preparation over prediction
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
All insights
Needles in a haystack: Finding the compounders that drive long-term equity returns
While a small number of businesses generate a disproportionate share of long-term equity market returns, identifying them is far more difficult than it appea...
The in-between years: investing for retirement as careers and lives grow
As careers progress and lives take shape, investing for retirement can feel easy to defer. This in‑between phase – typically your 30s and 40s, when you are n...
Orbis Optimal SA: Value in Japan’s overlooked companies
Alex Bowles from our offshore partner, Orbis, discusses how the Orbis Optimal SA Fund is finding opportunities in overlooked Japanese companies as AI-driven...
Orbis Global Balanced: The value of patient research
Drawing on the Orbis Global Balanced Fund's long-standing investment in the Irish banks, Alec Cutler from our offshore partner, Orbis, illustrates how...
Orbis Japan Equity: Finding opportunity beyond the AI trade
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
Equity Fund: Finding value beyond precious metals
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
A durable strategy for life and wealth creation
Through market cycles, regulatory shifts and changing economic conditions, certain investment principles continue to assert themselves. They endure not becau...