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Articles tagged as "Philosophy"

Q&A: Understanding Orbis’ performance and potential

By Duncan Artus and Edward Blain on 28 Oct 2019

Market breadth has been very narrow offshore, with few winners and many losers. Among the losers have been emerging markets and select cyclicals. At the same...

Skilled Investing: Separating the wheat from the chaff

By Vuyo Nogantshi on 17 Oct 2018

The difference between skilled and lucky investment managers is that over extended periods, skill should prevail in delivering good investment outcomes, whil...

Allan Gray Equity Fund's 20th Anniversary

By Julie Campbell on 17 Oct 2018

If you had invested R1 000 in the Allan Gray Equity Fund when it was launched on 1 October 1998, it would be worth R56 572 today (at 30 September 2018). A...

Orbis: Are there any bargains out there?

By William Gray and Jeremie Teboul on 31 Mar 2017

Since 1990, the Orbis Global Equity Fund’s investment mandate has been to seek higher returns than the average of the world’s equity markets, without greater...

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