Rob Dower

2018 Q1 Comments from the Chief Operating Officer

Between countries and within a country over time, there is a strong correlation between the proportion of respondents answering on a standard survey...

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2018 Q1

Insights categories - Investment insights

Long-term investing should have nothing to fear from the Viceroys

By Leonard Krüger on 19 Apr 2018

Reading time: 7 mins

Activist short sellers have been a prominent feature in stock markets for many years. It’s easy to get caught up in the hype when their ideas hit the news....

Insights categories - ESG

How to be a responsible investor

By Raine Adams on 19 Apr 2018

Reading time: 7 mins

Responsible investing has become a front-page issue in the last year as companies, investors and asset managers have had to respond to a number of ethical an...

Insights categories - Offshore investing

Orbis Global Equity: Investing differently

By Matt Adams on 19 Apr 2018

Reading time: 11 mins

Over the last five years, the median global equity manager has underperformed the MSCI World Index and many value-oriented global equity managers have done...

Insights categories - Offshore investing

Do you need to rethink your offshore investment exposure?

By Earl Van Zyl on 19 Apr 2018

Reading time: 10 mins

Treasury’s decision to increase offshore investment limits for unit trusts, investment managers and long-term insurers is great news for savers and their...

Insights categories - Personal investing

Thinking about your view of risk

By Rob Formby on 19 Apr 2018

Reading time: 7 mins

Our primary concern as an investment manager is creating wealth for clients. To do this, we need to balance investment performance for clients with the risk...

Insights categories - Personal investing

How are companies governed?

By Nadia van der Merwe on 19 Apr 2018

Reading time: 7 mins

When you invest in equities – either directly or through a unit trust – you become the part-owner of the business. Nadia van der Merwe explains the role of a...

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