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Articles tagged as "Orbis Global Balanced Fund"

Orbis investment update: Risks in the real world

By Alec Cutler and Rob Perrone on 03 Jun 2022

In the offshore investment update at our recent investment seminar, Alec Cutler and Rob Perrone, from our offshore partner, Orbis, discussed the real risks t...

Orbis Global Balanced: Russia-Ukraine conflict accelerates market shifts

By Alec Cutler on 26 Apr 2022

Russia’s invasion of Ukraine is a painful reminder that there is more to life than markets, and our concern goes out to the people suffering. As investors, o...

Why should you consider a global balanced fund?

By Ashley Lynn on 14 Jun 2021

Balanced funds aim for the investment “sweet spot”: Minimising risk while still delivering return. If you are looking to achieve a decent return investing...

Orbis: The great imbalance

By Ashley Lynn on 13 Apr 2021

At its heart investing is a balancing act. Balancing how much you stand to gain if things go well, with how much you could lose if things don't work out. Now...

Orbis Global Balanced Fund: A tour of the portfolio

By Alec Cutler on 01 Apr 2021

After the extraordinary performance of 2020, global stock and bond markets both appear unusually expensive. From this starting point, long-term returns for...

Investment update: Taking advantage of disparities in the market

By Duncan Artus on 21 Jan 2021

One of the key preconditions for successful active management is the level of disparity in the markets. Duncan Artus discusses this in our first video and...

Orbis: Finding an edge in tech

By Alec Cutler on 16 Oct 2020

The future of society and technology requires ever-increasing connectivity, data speeds, and computational power, and those improvements depend on ever more...

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: Hunting for value

By Alec Cutler on 29 Apr 2019

Buying cheap stocks and selling them for a profit sounds like a reasonable way to make money. But there’s a bit more to it when it comes to the way we invest...

Orbis: How to balance risk and return in the current environment

By Alec Cutler on 30 Jun 2018

As we look at opportunities around the world, one thing seems clear – it is no time to be a hero. According to Alec Cutler, from our offshore partner, Orbis,...

Cloudy crystal ball

By Alec Cutler on 18 Jun 2018

Two years ago, our crystal ball was cloudy. Shares and commodity prices suffered a rout in early 2016, and markets were concerned that economies around the...

Allan Gray-Orbis Global Fund of Funds update: Balancing risk and return

By Alec Cutler and Ashley Lynn on 22 May 2018

A large portion of the Allan Gray Orbis Global Fund of Funds (the Fund) is invested in the Orbis Global Balanced Fund. But what is a “balanced fund”? The...

Why the classic 60/40 is dangerous

By Matthew Spencer on 19 Jun 2017

Sixty percent equities and forty percent bonds has become such a standard for “moderate risk” that any other allocation raises eyebrows...

Global perspective: Do value shares deserve to be this cheap?

By Alec Cutler on 31 Dec 2016

The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...

XPO Logistics: Diversification through owning both shares and bonds

By Ashley Lynn and Matt Adams on 30 Jun 2016

Forming contrarian views about the intrinsic value of companies is the core of what we do. In the Orbis Global Balanced Fund, this fundamental company resear...

Introducing the Orbis Global Balanced Fund

By Tamryn Lamb on 22 May 2014

Like Allan Gray, Orbis has a limited range of funds which it believes addresses the needs of most investors. New funds are only introduced after very careful...

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