Offshore investing - Allan Gray
Offshore investing

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 broad market exposure appear low, and risk appears high. But the gap between fundamentally cheap and expensive shares is also exceptionally wide, creating opportunities for active investors. During a recent webinar, Alec Cutler and Matthew Spencer from our offshore partner, Orbis, took us on a tour of the Orbis Global Balanced Fund. They discussed the pockets of opportunity and holdings they are most enthusiastic about as they shared insight into how the Fund is being positioned in the current environment. Watch the 58-minute recording below and here are the presentation slides.


Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.