Offshore investing - Allan Gray
Offshore investing

Navigating the ‘Great Misallocation’

As market dislocations begin to unwind and we start to see more rational pricing of assets, the ‘great misallocation’ should play to our strengths as bottom-up, fundamental stockpickers. Matthew Spencer, from our offshore partner, Orbis, reflects on the current global market environment and how portfolios are positioned to reap the benefits of the ‘Great Misallocation’. Watch the 32-minute recording below.

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