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Articles tagged as "Valuations"

Insights categories - Offshore investing

Five investment lessons from the last 20 years… for the next 20 years

By Dan Brocklebank on 26 Jan 2023

Reading time: 5 mins

Dan Brocklebank, head of UK operations at our offshore partner, Orbis, reflects on five lessons from the past two decades that investors can draw on to impro...

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 - Markets and economy

Do fundamentals still matter?

By Rory Kutisker-Jacobson on 15 Sep 2020

Reading time: 7 mins

There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the...

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