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Insights categories - Offshore investing

Orbis SICAV Global Balanced: 2025 – A strong year for Orbis Global Balanced

By Alec Cutler on 26 Jan 2026

Reading time: 3 mins

While many of the Orbis SICAV Global Balanced Fund’s long-held convictions have been rewarded over the last quarter, it is important to remember that the pat...

Insights categories - Offshore investing

Orbis Optimal SA: Taking advantage of attractive entry points

By Mark Dunley-Owen on 26 Jan 2026

Reading time: 3 mins

Portfolio manager Mark Dunley-Owen reflects on the recent performance of the Orbis Optimal SA Fund, highlighting key contributors, detractors and why the tea...

Insights categories - Offshore investing

Orbis Global Equity: Enduring lessons that shape how Orbis invests

By Ben Preston on 26 Jan 2026

Reading time: 3 mins

Reflecting on 25 years at Orbis, portfolio manager Ben Preston examines the enduring lessons that have shaped the firm's investment approach and how the team...

Insights categories - Local investing

Stable Fund: Strong gains set the stage for a more tempered outlook

By Sean Munsie on 19 Jan 2026

Reading time: 2 mins

While 2025 delivered standout returns across markets, an elevated starting point warrants caution when considering future returns. Portfolio manager Sean...

Insights categories - Local investing

Balanced Fund: Taking profits while navigating global opportunities

By Tim Acker on 14 Jan 2026

Reading time: 2 mins

Robust market performance in 2025 may have created scope for profit-taking, but we are paying close attention to the concentration of these returns. Portfoli...

Insights categories - Local investing

Equity Fund: Tilting away from the crowd

By Jithen Pillay on 14 Jan 2026

Reading time: 2 mins

In 2025, global markets rallied and many recorded historic highs. Portfolio manager Jithen Pillay discusses the Allan Gray Equity Fund's recent performance a...

Insights categories - Local investing

AMETFs: A new way to access the Allan Gray - Orbis rand-denominated offshore feeder strategies

By Julie Campbell on 11 Dec 2025

Reading time: 3 mins

There are three ways to access the Allan Gray - Orbis Global Equity and Global Balanced feeder strategies. Julie Campbell explains the avenues for investment...

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