Rob Perrone - Allan Gray

Rob Perrone

Rob joined Orbis in 2011 following the completion of his degrees. He is a member of the team of Investment Counsellors, which is responsible for servicing Orbis’ institutional clients and investment consultants. His responsibilities include investment communications, with a focus on the Orbis Global Balanced and Japan Equity Strategies. Rob holds a Bachelor of Arts (Honours) degree in Professional Writing and Philosophy and a Master of Arts in Professional Writing, both from Carnegie Mellon University. He is also a CFA® charterholder.

Articles by Rob Perrone

Insights categories - Offshore investing

Memory: Industry cycles, not the business cycle

By Rob Perrone on 31 May 2023

Reading time: 7 mins

Rob Perrone, a member of the team of Investment Counsellors at our offshore partner, Orbis, explores the case for investing in the memory semiconductor...

Insights categories - Offshore investing

Orbis investment update: Risks in the real world

By Alec Cutler and Rob Perrone on 03 Jun 2022

Viewing time: 27 min

Alec Cutler and Rob Perrone, from our offshore partner, Orbis, discuss the real risks the world is facing and the attractive investment opportunities Orbis h...

Insights categories - Offshore investing

Orbis: Inflation – the bottom-up case for caution

By Rob Perrone on 09 Nov 2021

Reading time: 7 mins

If headlines are to be believed, people are gravely concerned that inflation will rise. If market prices are to be believed, people are quietly convinced tha...

Insights categories - Offshore investing

Capital: Can companies have too much of a good thing?

By Rob Perrone on 17 May 2019

Reading time: 6 mins

In the centre of London, there is a market whose history stretches back to the first century. Built on the site of a Roman forum, Leadenhall was once the...

Insights categories - Investment insights

Orbis: Think like a business owner

By Rob Perrone on 02 Nov 2018

Reading time: 5 mins

Say you own a small stake in a company. Every day, one of your partners tells you what he thinks the business is worth, and he offers to buy your stake or se...

Insights categories - Offshore investing

Currency matters

By Rob Perrone on 23 Mar 2018

Reading time: 5 mins

Rob Perrone, from our offshore partner Orbis, discusses why exchange rates are a big deal, and how Orbis actively manages currency exposure in it funds...

Insights categories - Offshore investing

Orbis: Tech can be contrarian - if the price is right

By Rob Perrone on 26 Sep 2017

Reading time: 5 mins

We are contrarian investors, and technology shares are often popular. Given that, you might expect us to shun them. At times, we have: when tech stocks trade...

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...

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