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Insights categories - Offshore investing

Podcast: Do old investment truths still hold in the current global environment?

By Rory Kutisker-Jacobson on 30 Sep 2022

Listening time: 42 mins

In the latest episode of The Allan Gray Podcast, hosted by Allan Gray portfolio manager Rory Kutisker-Jacobson, Dan Brocklebank, head of Orbis UK, reflects o...

Insights categories - Investment insights

Investing in the rise of electric vehicles

By Sibabalwe Kasi on 10 May 2019

Reading time: 5 mins

The consumer appeal of electric vehicles has increased over the last 10 years, with manufacturers in a race to ramp up development and production of...

Insights categories - Offshore investing

Will traditional car manufacturers be driven off the road by their electric counterparts?

By Tamryn Lamb on 01 Dec 2017

Listening time: 10 mins

Investors in general are pessimistic about the autos sector. They are worried about earnings declines and the growth of electric cars, produced by the likes ...

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...

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