Exploring the frontier: Why elevated risk offers enticing opportunities
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier and smaller emerging markets, that fear weighs heavily on asset prices, often sending them well below what the underlying business fundamentals suggest.
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Needles in a haystack: Finding the compounders that drive long-term equity returns
While a small number of businesses generate a disproportionate share of long-term equity market returns, identifying them is far more difficult than it appea...
Orbis Optimal SA: Value in Japan’s overlooked companies
Alex Bowles from our offshore partner, Orbis, discusses how the Orbis Optimal SA Fund is finding opportunities in overlooked Japanese companies as AI-driven...
Orbis Global Balanced: The value of patient research
Drawing on the Orbis Global Balanced Fund's long-standing investment in the Irish banks, Alec Cutler from our offshore partner, Orbis, illustrates how...
Orbis Japan Equity: Finding opportunity beyond the AI trade
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
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...
The investment case for preparation over prediction
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
Beyond the narratives: Investing through uncertainty
Periods of heightened uncertainty often feel exceptional while we are living through them. But history suggests that markets have consistently rewarded...