At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Mark Dunley-Owen, portfolio manager at our offshore partner, Orbis, shared updates on the Orbis Global Balanced Fund and the Orbis Global Cautious Fund. Beyond reflecting on performance, he also shared insights on where the Orbis Investment team is finding compelling opportunities. Watch the 25-minute recording below.
See more from the Allan Gray Fund Provider 2026:
- 2026: A defining year for South Africa’s political direction – hosted by Alishia Seckam and featuring Justice Malala
- In conversation with chief investment officers – hosted by Tamryn Lamb, with Duncan Artus (Allan Gray), Sandile Malinga (M&G Investments) and Gavin Wood (Camissa)
- Taking advantage of opportunities in the fixed interest and income universe – hosted by Gladness Rupare, with Thalia Petousis (Allan Gray) and Henk Kotze (Prescient)
- Why should emerging and frontier markets be considered within a diversified portfolio – hosted by Marise Bester, with Varshan Maharaj (Allan Gray) and Suhail Suleman (Coronation)
- Why behaviour shapes long-term investment success more than performance – presented by Dr Daniel Crosby