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Articles tagged as "NetEase"

Orbis: Contrarian investing in an unconventional environment

By Jonathan Brodie on 30 Oct 2019

Orbis has been going through a period of painful underperformance. Jonathan Brodie reminds investors what Orbis is trying to achieve, examines performance ov...

Orbis: Key detractors from recent performance

By Radhesen Naidoo on 08 Mar 2019

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 year of payback

By Duncan Artus on 15 Feb 2019

Excess returns from the FTSE/JSE All Share Index (ALSI) relative to cash have disappointed over the last five years, with cash now outperforming, on average....

Orbis: Think like a business owner

By Rob Perrone on 02 Nov 2018

Say you own a small stake in a company. Every day, one of your partners tells you what he thinks the business is worth, and he offers to buy your stake or se...

Orbis Global Equity Fund: Unpacking recent performance

By Stefan Magnusson on 17 Oct 2018

As bottom-up stockpickers, we don’t pay much attention to benchmarks or to what other investors are doing. Instead, our investment decisions are based on...

Q&A: Orbis Global Equity Fund

By Tamryn Lamb on 09 Feb 2018

What are the names of the managers of the Orbis Global Equity Fund and where are they based...

The global opportunity set

By John Christy on 24 Jan 2018

Orbis does not invest in "the market". Instead, they focus entirely on finding the most compelling individual opportunities on offer. There's no better way t...

Discipline is key

By Graeme Forster and John Christy on 31 Dec 2015

The Orbis Global Equity Fund (the Fund) lagged the MSCI and FTSE World Indices in 2015, extending a period of underperformance that began in early 2014. As...

A tale of two crises

By Tamryn Lamb on 24 Aug 2015

Greece and China have dominated financial headlines since March. With fear running high, we try to remain focused on the relationship between the price and...

Do not confuse stability with safety

By Ben Preston on 30 Jun 2013

According to Ben Preston, from our offshore partner Orbis, Orbis and Allan Gray's strict adherence to our bottom-up research process keeps us focused on...

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