Orbis: The case for the not so boring middle

The past few quarters have seen a shift in market leadership, with technology stocks giving up ground to other, more cyclical sectors, prompting many to ask: was that it? Was that the turn we have been waiting for? And, if so, is there any further to run?

Eric Marais and Matt Adams from our offshore partner, Orbis, discuss this and a range of other topics, including the prospect of wholesale regime change, before diving deep into the thesis for two of Orbis’ holdings.