Rob Formby
Quarterly Commentary

2021 Q1 Comments from the Chief Operating Officer

A lot can happen in a year. Twelve months ago, we put the Quarterly Commentary together under Level 5 lockdown. Most of our employees were working...

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Investment lessons from a pandemic year

By on 22 Apr 2021

reading time: 13 mins

A year on from our stringent Level 5 lockdown, much of 2020 seems surreal. While there are many aspects we may prefer to forget, reflection reveals valuable...

Woolworths: Not so down under

By Jithen Pillay on 22 Apr 2021

reading time: 7 mins

Most of you will be more than familiar with the fashion, beauty, home and food offering of retailer Woolworths, affectionately referred to as Woolies, and on...

Glencore: Investigating the decarbonisation opportunity

By Raine Naudé and Sean Munsie on 22 Apr 2021

reading time: 9 mins

In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...

Executive remuneration in times of uncertainty

By Vuyo Mroxiso on 13 Apr 2021

reading time: 9 mins

We believe that a company’s remuneration policy should aim to attract, reward and retain competent executives, while incentivising alignment between these...

Orbis: Are there real long-term opportunities in the US?

By Matt Adams and Eric Marais on 22 Apr 2021

reading time: 13 mins

With just 30% of assets invested in US shares versus 66% for the MSCI World Index, the Orbis Global Equity Fund’s current underweight to the US market is the...

How to invest offshore

By Radhesen Naidoo and Thandi Skade on 22 Apr 2021

reading time: 8 mins

It is said that home is where the heart is, and for many investors, it is a sentiment reflected in the composition of investment portfolios, often skewed in...

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