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Articles tagged as "XPO Logistics"

Orbis: Perspectives on the portfolio

By Matthew Spencer on 14 Jun 2019

Matthew Spencer, from our Offshore partner Orbis, explains what has driven Orbis’ recent performance, while also sharing some research about performance tren...

Orbis: Key detractors from recent performance

By Radhesen Naidoo on 08 Mar 2019

Periods of underperformance are stressful and disappointing, and while they are an expected part of the investment cycle for us as a contrarian manager, we...

Orbis Global Equity: Investing differently

By Matt Adams on 19 Apr 2018

Over the last five years, the median global equity manager has underperformed the MSCI World Index and many value-oriented global equity managers have done...

Q&A: Orbis Global Equity Fund

By Tamryn Lamb on 09 Feb 2018

What are the names of the managers of the Orbis Global Equity Fund and where are they based...

Orbis: Buying carefully in indiscriminate selloffs

By Tamryn Lamb on 24 Dec 2015

Periods of short-term underperformance are a price we must pay for seeking superior long-term returns. The third quarter certainly qualified as one of those...

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