John Christy

John joined Orbis in 2010 and is a member of the team of Investment Counsellors, which is responsible for servicing Orbis’ institutional clients and investment consultants. His responsibilities include oversight of the firm’s strategic and investment communications. John holds a Bachelor of Arts degree in Economics from Fordham University and a Master of Business Administration from Carnegie Mellon University. He is also a CFA® charterholder.

Articles by John Christy

Insights category - Offshore investing

The great misallocation

By John Christy on 13 Jan 2023

Reading time: 4 mins

The days of the ‘Everything bubble’ are long gone, but where are we in the latest boom-bust cycle? While they all follow a similar pattern, the current cycle...

Insights category - Offshore investing

Russia-led volatility underscores the need for calm, considered action

By John Christy on 03 Mar 2022

Reading time: 5 mins

As recently as last week, it was still unclear whether or not Russia would launch a full-scale invasion of Ukraine. It is now all too clear that Putin wasn’t...

Insights category - Offshore investing

Orbis: The three stages of recent performance explained

By John Christy on 11 Oct 2021

Reading time: 11 mins

The past quarter has been painful. After an encouraging start to the year, the performance of our offshore partner, Orbis, has been impeded by its exposure t...

Insights category - Offshore investing

Orbis: Harder to get into than Harvard

By John Christy on 17 Feb 2021

Reading time: 5 mins

If 2020 was an emotional roller coaster, the first month of 2021 provided a peek inside the darker corners of the funhouse. We remain hopeful that more...

Insights category - Offshore investing

Orbis: Tech opportunities rise in the East

By John Christy and Stanley Lu on 03 Jul 2020

Reading time: 13 mins

Technology stocks have performed remarkably well in recent years and particularly amid the COVID-19 pandemic. John Christy and Stanley Lu, from our offshore...

Insights category - Offshore investing

Orbis: There are bigger risks than swimming against the tide

By John Christy on 06 Sep 2019

Reading time: 5 mins

We have always described ourselves as “contrarian” investors. While many of our best investment decisions on behalf of clients in the past have been at odds...

Insights category - Offshore investing

The global opportunity set

By John Christy on 24 Jan 2018

Reading time: 11 mins

Orbis does not invest in "the market". Instead, they focus entirely on finding the most compelling individual opportunities on offer. There's no better way t...

Insights category - Offshore investing

Discipline is key

By Graeme Forster and John Christy on 31 Dec 2015

Reading time: 9 mins

The Orbis Global Equity Fund (the Fund) lagged the MSCI and FTSE World Indices in 2015, extending a period of underperformance that began in early 2014. As...

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