Articles by Seema Dala
Orbis funds: Finding the best long-term value for clients
The Orbis Global Equity Fund will mark its 25th year at the end of December. In that time, Orbis has provided access to the same fundamental, contrarian,...
How to access investment opportunities in Asia
Asia presents interesting investment opportunities, but for the average investor, researching these opportunities would be a massive undertaking fraught with...
Finding value in global markets
Emerging markets have come under intense focus so far this year and while the main worries have centred on countries such as Argentina and Turkey, the market...
Orbis Global Equity Fund: A reversal of fortunes
After a prolonged period of relative underperformance, since January this year the Orbis Global Equity Fund has meaningfully outpaced its benchmark in US...
A healthy approach
Broadly speaking, one could think about building a portfolio in two key ways. Investors with a 'top-down' approach start with a wide view of the world and ma...
High correlations present challenges
Actively managed funds, including the Orbis Global Equity Fund, have struggled to outperform the market over the past year. Actively managed funds are able t...
