Articles tagged as "long-term investing"
Needles in a haystack: Finding the compounders that drive long-term equity returns
In the latest episode of The Allan Gray Podcast, portfolio manager Siphesihle Zwane is joined by fellow portfolio managers Jithen Pillay and Pieter Koornhof ...
Why behaviour shapes long-term investment success more than performance
In a keynote address delivered at the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Dr Daniel Crosby, behavioural finance expert and author,...
Orbis SICAV Global Balanced: 2025 – A strong year for Orbis Global Balanced
While many of the Orbis SICAV Global Balanced Fund’s long-held convictions have been rewarded over the last quarter, it is important to remember that the pat...
Orbis Optimal SA: Taking advantage of attractive entry points
Portfolio manager Mark Dunley-Owen reflects on the recent performance of the Orbis Optimal SA Fund, highlighting key contributors, detractors and why the tea...
Orbis Global Equity: Enduring lessons that shape how Orbis invests
Reflecting on 25 years at Orbis, portfolio manager Ben Preston examines the enduring lessons that have shaped the firm's investment approach and how the team...
The cost of chasing perfection when investing – with Dr Thomas Curran
What if perfectionism is costing us more than we realise? Not just in career progression, mental health and life, but in investment decision-making too. In t...
