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2017 Q3
Bad predictions and good decisions
“Most of us view the world as more benign than it really is, our own attributes as more favourable than they truly are, and the goals we adopt as more...
The benefits of being counter-cyclical in a cyclical world
“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we are in the cycle and acting...
The value of bitcoin
The total market value of all bitcoins is US$80bn, which is more than the value of Richemont and triple the value of Anglo American. It is the topic on which...
Emerging market equities: looking beyond the mega-caps
Our offshore partner Orbis launched an Emerging Markets Equity Strategy in January 2016. Later that year it broadened the mandate of its Asia ex-Japan Equity...
The four fundamental skills of all investing
We are excited to introduce guest contributor Morgan Housel, a partner at the Collaborative Fund (US), and an expert in behavioural finance and investing...
Getting to the heart of education in South Africa
The Jakes Gerwel Fellowship, an independent and aspirational initiative birthed out of Allan Gray Orbis Foundation Endowment, is committed to creating a...
2017 Q3 Comments from the Chief Operating Officer
Over the course of history, scientists and engineers have made steady progress, with each discovery or...