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2025 Q3
How Booking.com changed the way we travel
Booking.com is a best-in-class share that has been a prominent feature in our top 10 client holdings for the last few years. It has both taken market share a...
Peeling back the layers in Remgro and Reinet
Remgro and Reinet are great examples of holding companies in our clients’ portfolios that trade at substantial discounts to the sum of their parts, for...
Orbis Global Equity: Biotech breakthroughs in a crowded market
In an increasingly competitive and crowded market, the biotech sector offers unique opportunities to capitalise on overlooked, undervalued shares. Graeme...
How to unlock value through offshore investing
The volatility of 2025 has underscored the importance of diversification. Global markets have swung from sharp declines to record highs, reminding us that a...
The ALSI’s evolution in a changing economy
Recent changes in the composition of the FTSE/JSE All Share Index (ALSI) have sharply reduced the dominance of global giants and boosted the influence of loc...
How to safeguard your investments
Given the prevalence of fraud and investment scams, it may feel as though you need to build a financial fortress to protect your investments. Twanji Kalula...
2025 Q3 Comments from the Chief Operating Officer
The FTSE/JSE All Share Index (ALSI) returned 12.9% in the third quarter, taking its year-to-date return to a remarkable 31.7%. Over the last five years,...