How you can influence your investment outcomes
After an undeniably tough 2018, the local market staged a turnaround during the first quarter. But the atmosphere in the country is blowing hot and cold: As the general election approaches, and the Eskom crisis rages on, there is an undercurrent of uncertainty and markets are hypersensitive to the mood. Investors are understandably feeling anxious.
Latest articles
Our approach to portfolio construction
Our investment approach is simple: We do careful research to identify good value businesses, buy shares when they trade below our assessment of fair value an...
Is a money market fund right for you right now?
Money market unit trusts have become popular as they appear to provide a safe, secure and reliable haven for your investments. During times with extreme...
Orbis: Can you be patient and excited at the same time?
As contrarian investors who invest differently, periods of underperformance are part of the investment cycle and, while disappointing, they can offer...
Allan Gray-Orbis rand-denominated offshore unit trusts open; living annuity offshore limits removed
After a review of our offshore asset exposures, we are pleased to announce that we have reopened the Allan Gray-Orbis rand-denominated offshore unit trusts f...
Our Tencent(s) on VIE structures
As at 28 February 2019, Naspers made up just over 18% of the FTSE/JSE All Share Index. Because of its dominance, including or excluding the share will have a...
Orbis: Key detractors from recent performance
Periods of underperformance are stressful and disappointing, and while they are an expected part of the investment cycle for us as a contrarian manager, we...
The dash for cash
The end of the calendar year often leads to reflection on how one’s investments have performed. Many savers are questioning the wisdom of investing in South...