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Articles tagged as "Orbis Q2 2026 commentary"

Orbis Optimal SA: Value in Japan’s overlooked companies

By Alex Bowles on 13 Jul 2026

Reading time: 6 mins

Alex Bowles from our offshore partner, Orbis, discusses how the Orbis Optimal SA Fund is finding opportunities in overlooked Japanese companies as AI-driven...

Orbis Global Balanced: The value of patient research

By Alec Cutler on 13 Jul 2026

Reading time: 3 mins

Drawing on the Orbis Global Balanced Fund's long-standing investment in the Irish banks, Alec Cutler from our offshore partner, Orbis, illustrates how...

Orbis Japan Equity: Finding opportunity beyond the AI trade

By Alex Bowles and Brett Moshal on 10 Jul 2026

Reading time: 4 mins

A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...

Orbis Global Equity: Finding the needles in the hay

By Adam R. Karr on 10 Jul 2026

Reading time: 3 mins

While AI-related shares have continued to dominate market returns, Adam Karr from out offshore partner , Orbis, explains why the Global Equity Fund is focuse...

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