Investment update: Taking advantage of disparities in the market
One of the key preconditions for successful active management is the level of disparity in the markets. Duncan Artus discusses this in our first video and written update of the year, offering a review of 2020 and an explanation of how the portfolios are positioned to maximise opportunity in 2021 and beyond.
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WATCH : Orbis Global Balanced Fund: A tour of the portfolio
After the extraordinary performance of 2020, global stock and bond markets both appear unusually expensive. From this starting point, long-term returns for...
WATCH : Key questions to help you prepare for your retirement
Although we all have different circumstances, our objectives in retirement are often similar. We want the income we receive to be sustainable for life and to...
How to entrench positive COVID-19-enforced changes
Few have escaped the devastating loss of lives and livelihoods wrought by the COVID-19 pandemic, but many have also made positive changes, particularly to...
Ballot underway for Allan Gray-Orbis Global Fund of Funds
There is currently a ballot underway for the Allan Gray-Orbis Global Fund of Funds (“the Fund”) which proposes changes to the Fund’s structure, name and...
LISTEN : Podcast: A candid conversation with Orbis' Adam Karr
Taking a long-term, contrarian approach has influenced every aspect of how we invest and do business at Orbis and Allan Gray. From the way the firms are...
The benefits of neglect
When investors are scarce and investments are plentiful, investors pay low prices and investments offer high returns. When investors are plentiful and...
2021 Budget speech update
Finance Minister Tito Mboweni delivered the Budget speech on Wednesday, 24 February. Against the backdrop of the COVID-19 pandemic, the Budget was more...