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Orbis: There are bigger risks than swimming against the tide

By John Christy on 06 Sep 2019

We have always described ourselves as “contrarian” investors. While many of our best investment decisions on behalf of clients in the past have been at odds...

Orbis: Can you be patient and excited at the same time?

By Radhesen Naidoo on 05 Apr 2019

As contrarian investors who invest differently, periods of underperformance are part of the investment cycle and, while disappointing, they can offer...

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