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2009 Q4
The triumph of the markets
It is the nature of markets to reward success and eliminate what is unsustainable. During the past year we have seen a dramatic manifestation of this process...
Another view
Governments around the world are engaged in significant fiscal and monetary stimulus. But there is some doubt about whether their efforts will improve the re...
Tough to be different
In the Q2 Quarterly Commentary, Jonathan Brodie and Trevor Black of Orbis discussed the fact that long-term outperformance requires a partnership between the...
2009 Q4 Allan Gray Orbis foundation update
At the Allan Gray Orbis Foundation we have been given a rare opportunity to focus on individuals and invest in them over the long term. This long-term strate...
2009 Q4 Comments from the chief operating officer
When I returned to South Africa from London with my young family in the early part of the last decade, we thought we were trading economic security...