Articles tagged as "healthcare"
Dis-Chem: A great business at a great price?
Finding great businesses at a fair price is not always easy, especially given that the resource and banking sectors currently dominate the FTSE/JSE All Share...
Orbis Global Equity: The art of adaptability in turbulent markets
Against a backdrop of heightened volatility, rapid advances in artificial intelligence and ongoing geopolitical tension, an adaptable, disciplined and...
Orbis: President’s letter 2025
In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...
What if the real American exceptionalism now lies beyond America’s biggest stocks?
Mega-cap technology companies have come to embody America’s market might – innovative, dominant, and seemingly unstoppable. Yet history suggests that when...
Orbis: The power of perspective
It is easy to get caught up in the noise of short-term events like politics. What we have learned over the past 30 years is that a long-term view often revea...
