Articles tagged as "Samsung Electronics"
Equity Fund: Finding value beyond precious metals
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
Balanced Fund: Building quality through market volatility
In this fund commentary, Duncan Artus discusses how the Allan Gray Balanced Fund has navigated a period of heightened market volatility and increasingly...
Orbis Global Equity: Finding the needles in the hay
While AI-related shares have continued to dominate market returns, Adam Karr from out offshore partner , Orbis, explains why the Global Equity Fund is focuse...
Orbis Emerging Markets Equity: Emerging markets increasingly have a concentration problem
In this commentary, Stefan Sommerville from our offshore partner, Orbis, examines the growing concentration risk in emerging market indices and explains how...
