Articles tagged as "XPO Logistics"
Orbis: Perspectives on the portfolio
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
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
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
What are the names of the managers of the Orbis Global Equity Fund and where are they based...
Orbis: Buying carefully in indiscriminate selloffs
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...
