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Articles tagged as "BMW"

Insights categories - Offshore investing

The great misallocation

By John Christy on 13 Jan 2023

Reading time: 4 mins

The days of the ‘Everything bubble’ are long gone, but where are we in the latest boom-bust cycle? While they all follow a similar pattern, the current cycle...

Insights categories - Investment insights

In pursuit of value

By Jacques Plaut on 26 May 2021

Reading time: 10 mins

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

Insights categories - Investment insights

In pursuit of value

By Jacques Plaut on 26 May 2021

Reading time: 10 mins

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

Insights categories - Offshore investing

Orbis Global Equity: Positioned for multiple views of the future

By Ben Preston on 25 Nov 2020

Viewing time: 29 mins

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...

Insights categories - Investment insights

The uncertainty spectrum

By on 06 Aug 2020

Reading time: 1 min

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...

Insights categories - Investment insights

The uncertainty spectrum

By on 06 Aug 2020

Reading time: 1 min

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...

Insights categories - Local investing

Equity Fund update: In pursuit of potential

By Duncan Artus on 03 Aug 2020

Reading time: 9 mins

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...

Insights categories - Offshore investing

Orbis: Resilience and enthusiasm at a time of uncertainty

By Matthew Spencer on 25 May 2020

Reading time: 7 mins

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

Insights categories - Offshore investing

Orbis: Keeping a clear head during the COVID chaos

By Alec Cutler on 08 May 2020

Reading time: 7 mins

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,...

Insights categories - Investment insights

Will growth stocks beat value stocks forever?

By Graeme Shaw on 24 Apr 2020

Reading time: 1 min

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,...

Insights categories - Offshore investing

Orbis: Is value investing dead?

By Brett Moshal and Michael Heap on 28 Oct 2019

Reading time: 13 mins

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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