Articles tagged as "returns"
How we balance the upside-downside risk in South African equities
We often write about large individual equity positions in our portfolios, but this quarter, Duncan Artus focuses on the opportunities and risks in “SA Inc” –...
Looking to the long term
Turning 50 is an incredible milestone for any business. Over the last five decades, South Africa has experienced immense political, economic and societal...
Currency dynamics and returns in emerging and frontier markets
Rami Hajjar considers currency dynamics in emerging and frontier markets, focusing on how currency impacts returns, and how we think about this factor when...
Risk: An essential ingredient for real long-term returns
When it comes to investing, no investor wants to lose money. In fact, as humans, we have a built-in aversion to loss. Unfortunately, by overly focusing on...
Mindful of risk
Uncertain times may cause investors to shy away from risk. While it is important to be mindful of risk and understand the risks you are taking on when...
Investors need to block out 'noise' ahead of elections
It is understandable for investors to feel jittery in the run-up to the national elections, but giving too much air time to market noise is never a good idea...
Stable Fund: Are we meeting our objectives?
The investment environment over the last few years has been particularly challenging, causing the Stable Fund’s return to be more volatile than it has been...
Orbis: Key detractors from recent performance
Periods of underperformance are stressful and disappointing, and while they are an expected part of the investment cycle for us as a contrarian manager, we...
The dash for cash
The end of the calendar year often leads to reflection on how one’s investments have performed. Many savers are questioning the wisdom of investing in South...
Orbis: Positioning portfolios for long-term performance
William Gray, from our offshore partner, Orbis, reviews Orbis’s recent performance and discusses their investment approach in the current environment.
High correlations present challenges
Actively managed funds, including the Orbis Global Equity Fund, have struggled to outperform the market over the past year. Actively managed funds are able t...
It is the price you pay that counts, not the headlines
People enjoy stories; they are fun. This is true in all facets of life, including investing. Investors often have stories to tell about individual equities,...
The offshore conundrum
A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...
