While financial market volatility as a result of COVID-19 is expected to continue over the short term, the investment teams at Allan Gray and Orbis are focused on identifying emerging opportunities that they believe will position the portfolios for long-term rewards. Tamryn Lamb, head of Retail Distribution, facilitated a Q&A session during a recent webinar with Allan Gray portfolio manager Duncan Artus and Matthew Spencer, head of the Orbis Investment Counsellor Group. Watch the 25-minute video below for answers to some of the burning questions you may have.
To view the full presentation and read summaries click on the links below:
Allan Gray: Investing during lockdown and beyond
Orbis: Resilience and enthusiasm at a time of uncertainty