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Articles tagged as "BMW"

In pursuit of value

By Jacques Plaut on 26 May 2021

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns...

Orbis Global Equity: Positioned for multiple views of the future

By Ben Preston on 25 Nov 2020

2020 has been quite a year and many of us are undoubtedly looking forward to putting it in the past. The pandemic, global lockdowns, US elections, one of the...

The uncertainty spectrum

By on 06 Aug 2020

Wildfires in Australia, mass protests in the US, a global pandemic. These are just some of the events that have roiled markets this year, leaving investors...

Equity Fund update: In pursuit of potential

By Duncan Artus on 03 Aug 2020

The most important determinant of investment success is the price you pay for an asset, and valuations for many quality companies are the cheapest they have...

Orbis: Resilience and enthusiasm at a time of uncertainty

By Matthew Spencer on 25 May 2020

In a presentation to advisers and clients via Zoom webinar, Matthew Spencer, from our offshore partner Orbis, discusses the disappointing recent performance ...

Orbis: Keeping a clear head during the COVID chaos

By Alec Cutler on 08 May 2020

2020 has proven to be a year of many firsts, for all the wrong reasons, resulting in much uncertainty. Presenting to clients via Zoom webinar, Alec Cutler,...

Will growth stocks beat value stocks forever?

By Graeme Shaw on 24 Apr 2020

Markets move up and down and investment styles move in and out of favour. With value investing being on the wrong side of the trend for around 12 years,...

Orbis: Performance and positioning during COVID-19

By Radhesen Naidoo on 17 Apr 2020

There has been little else to talk about as COVID-19 dominates world headlines. Globally, everyone is trying to evaluate the real impact the pandemic will ha...

Orbis: Is value investing dead?

By Brett Moshal and Michael Heap on 28 Oct 2019

Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...

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