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Articles tagged as "BAT"

Insights categories - Markets and economy

COVID-19: Evaluating market risk versus opportunity

By Duncan Artus on 25 Mar 2020

Viewing time: 1 min

We have managed our portfolios through a range of different crises since 1974. Over the last 20 years, the dotcom collapse in 2001/02, the global financial...

Insights categories - Local investing

The year of payback

By Duncan Artus on 15 Feb 2019

Reading time: 4 mins

Excess returns from the FTSE/JSE All Share Index (ALSI) relative to cash have disappointed over the last five years, with cash now outperforming, on average....

Insights categories - Local investing

Equity Fund update: Taking a look at British American Tobacco

By Ruan Stander on 08 Feb 2019

Reading time: 3 mins

2018 was a disappointing year for South African equity investors, with the FTSE/ JSE All Share Index returning -9%. The good news is that based on our resear...

Insights categories - Offshore investing

The global opportunity set

By John Christy on 24 Jan 2018

Reading time: 11 mins

Orbis does not invest in "the market". Instead, they focus entirely on finding the most compelling individual opportunities on offer. There's no better way t...

Insights categories - Local investing

Balanced Fund update: What is a 'high-quality' company?

By Jacques Plaut on 28 Oct 2016

Reading time: 3 mins

The Fund’s performance over the past quarter was helped by overweight positions in Standard Bank and Impala Platinum, and by underweight positions in SABMill...

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