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Insights categories - Offshore investing

The great misallocation

By John Christy on 13 Jan 2023

Reading time: 4 mins

The days of the ‘Everything bubble’ are long gone, but where are we in the latest boom-bust cycle? While they all follow a similar pattern, the current cycle...

Insights categories - Offshore investing

Orbis: Finding an edge in tech

By Alec Cutler on 16 Oct 2020

Reading time: 11 mins

The future of society and technology requires ever-increasing connectivity, data speeds, and computational power, and those improvements depend on ever more...

Insights categories - Offshore investing

Finding value in an over-valued world

By Ben Preston on 23 Nov 2017

Reading time: 9 mins

Defensive shares are normally a safe place to “hide” when valuations look high, but Orbis is currently finding more opportunities among cyclical shares where...

Insights categories - Offshore investing

Emerging market equities: looking beyond the mega-caps

By Woojin Choi on 24 Oct 2017

Reading time: 7 mins

Our offshore partner Orbis launched an Emerging Markets Equity Strategy in January 2016. Later that year it broadened the mandate of its Asia ex-Japan Equity...

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