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Balanced Fund: Optionality, the most unappreciated asset

By Tim Acker on 10 Feb 2021

One of the most unappreciated assets in a portfolio is optionality – the ability to take advantage of market disparity and to move between and within asset...

Balanced Fund: Perspectives and positioning

By Tim Acker on 10 Feb 2021

In a recent webinar, Portfolio Manager Tim Acker discussed the investment environment and looked at how the Allan Gray Balanced Fund is positioned to take...

Orbis Global Equity: Positioned for multiple views of the future

By Ben Preston on 25 Nov 2020

2020 has been quite a year and many of us are undoubtedly looking forward to putting it in the past. The pandemic, global lockdowns, US elections, one of the...

Balancing risk and opportunity

By Rory Kutisker-Jacobson on 25 Nov 2020

When it comes to investing, the single most important variable is the price you pay. Sentiment can drive valuations to extremes, and even great companies can...

Q&A: Understanding Orbis’ performance and potential

By Duncan Artus and Edward Blain on 28 Oct 2019

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...

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