Latest articles

Our approach to portfolio construction

By Stephan Bernard on 08 Apr 2019

reading time: 3 mins

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?

By Earl van Zyl on 05 Apr 2019

reading time: 5 mins

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?

By Radhesen Naidoo on 05 Apr 2019

reading time: 6 mins

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

By Tamryn Lamb on 28 Mar 2019

reading time: 3 mins

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

By Radhesen Naidoo on 11 Mar 2019

reading time: 3 mins

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

By Radhesen Naidoo on 08 Mar 2019

reading time: 5 mins

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

By Duncan Artus and Nathan Wridgway on 28 Feb 2019

reading time: 4 mins

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...

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