Latest articles

Is the US headed for a market meltdown?

By Vuyo Nogantshi on 11 Nov 2019

reading time: 4 mins

As the S&P 500 and Nasdaq seem set to continue to record new highs, some market analysts believe that the current raging US bull market may be in for a nasty...

What can we learn from the Springboks when it comes to setting financial goals?

By Belinda Carbutt on 08 Nov 2019

reading time: 5 mins

Rassie Erasmus took over as Springbok coach with 618 days to the Rugby World Cup. At the time the state of Springbok rugby was dire, with the team having los...

Orbis: Contrarian investing in an unconventional environment

By Jonathan Brodie on 30 Oct 2019

reading time: 9 mins

Orbis has been going through a period of painful underperformance. Jonathan Brodie reminds investors what Orbis is trying to achieve, examines performance ov...

Mindful of risk

By Nadia van der Merwe on 28 Oct 2019

reading time: 9 mins

Uncertain times may cause investors to shy away from risk. While it is important to be mindful of risk and understand the risks you are taking on when...

Q&A: Understanding Orbis’ performance and potential

By Duncan Artus and Edward Blain on 28 Oct 2019

reading time: 11 mins

Market breadth has been very narrow offshore, with few winners and many losers. Among the losers have been emerging markets and select cyclicals. At the same...

Are you comfortable swimming against the tide?

By Radhesen Naidoo on 28 Oct 2019

reading time: 7 mins

Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...

Orbis: Is value investing dead?

By Brett Moshal and Michael Heap on 28 Oct 2019

reading time: 13 mins

Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...

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