Ben Preston - Allan Gray

Ben Preston

Ben joined Orbis in 2000. He is a director of Orbis Holdings Limited and directs client capital in the Orbis Global Equity Strategy. Ben holds a Master of Arts (Honours) degree in Mathematical Sciences from the University of Oxford and is a CFA® charterholder.

Articles by Ben Preston

Insights categories - Offshore investing

Orbis Global Equity: Positioned for multiple views of the future

By Ben Preston on 25 Nov 2020

Viewing time: 29 mins

2020 has been quite a year and many of us are undoubtedly looking forward to putting it in the past. The pandemic, global lockdowns, US elections, one of the...

Insights categories - Offshore investing

Orbis: Identifying opportunities in a turbulent market

By Ben Preston on 08 Oct 2020

Viewing time: 6 mins 29 seconds

The continued outperformance of certain sectors, especially technology, has created an extremely high level of concentration within markets. This provides a...

Insights categories - Offshore investing

Orbis: Turn away from the noise and look to the long term

By Ben Preston on 23 Apr 2020

Reading time: 9 mins

Much has been written about the emotional cycle of fear and greed in investing. Both panic and excessive optimism can create extraordinary opportunities for...

Insights categories - Offshore investing

Orbis: enthusiasm for the portfolio

By Ben Preston on 29 Jul 2019

Reading time: 8 mins

Contrarian investing is a strange profession. When things are going well, you can look like a magician – earning extraordinary returns while others flounder....

Insights categories - Offshore investing

Finding value in an over-valued world

By Ben Preston on 23 Nov 2017

Reading time: 9 mins

Defensive shares are normally a safe place to “hide” when valuations look high, but Orbis is currently finding more opportunities among cyclical shares where...

Insights categories - Offshore investing

Tech stocks: Is history repeating itself?

By Ben Preston on 20 Jul 2017

Reading time: 8 mins

To cut through the suspense, let me admit up front that I’m not going to answer the question directly: we don’t find it productive to spend a lot of time...

Insights categories - Investment insights

Orbis: We welcome the rise of passive investing

By Ben Preston and Rob Perrone on 11 Nov 2016

Reading time: 6 mins

The Wall Street Journal ran a series this month commemorating the rise of passive investing. The articles make ‘the case for the triumph of passive’, calling...

Insights categories - Offshore investing

Pursuing long-term returns without simply reaching for risk

By Ben Preston and Maurits Ovaa on 30 Sep 2016

Reading time: 7 mins

Ben Preston and Maurits Ovaa explain why Orbis believes minimising losses is arguably more important than maximising gains at a time when many stock markets ...

Insights categories - Offshore investing

Do not confuse stability with safety

By Ben Preston on 30 Jun 2013

Reading time: 8 mins

According to Ben Preston, from our offshore partner Orbis, Orbis and Allan Gray's strict adherence to our bottom-up research process keeps us focused on...

Insights categories - Offshore investing

Japan: economic pessimism creates buying opportunities

By Trevor Black and Ben Preston on 30 Jun 2011

Reading time: 8 mins

As bottom-up stock pickers, we believe that great investment opportunities can be found in even the most challenging conditions. Japan is a perfect example....

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