Rob Formby

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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2021 Q1

Insights categories - Investment insights

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...

Insights category - companies

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...

Insights category - companies

Glencore: Investigating the decarbonisation opportunity

By Raine Adams 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...

Insights categories - ESG

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...

Insights categories - Offshore investing

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...

Insights categories - Offshore investing

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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