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2014 Q3
What's wrong with the South African economy
After growing strongly for 10 years, since 2012 the South African economy has been stagnating, which prompts the question: What has gone wrong and how can th...
Changing the odds
Sun International, South Africa's second largest casino and resort operator, is undergoing significant change after a number of years of underperformance....
Orbis funds: Finding the best long-term value for clients
The Orbis Global Equity Fund will mark its 25th year at the end of December. In that time, Orbis has provided access to the same fundamental, contrarian,...
The same contrarian approach from Cape Town to Canberra
Being 'contrarian' is about culture and about behaviour, and the outcome is reflected in portfolios that are different from the market. LJ Collyer and JD de...
Your role in your investment success
For some time now we have been saying that across asset classes, prices are high. Many of you may be wondering whether or not you should be making changes to...
Understand the impact of inflation
There are different types of investment risks, some more obvious than others. One risk that people often forget about is the risk that their invested money...
2014 Q3 Comments from the Chief Operating Officer
My early career and training was as a mechanical engineer. Engineers deal with uncertainty in design by applying a 'safety factor' to their sums: if...