Keeping abreast of long-term trends when you are in a rapidly changing global environment is important for bottom-up investors who want to achieve real returns over time. During the recent Allan Gray and Orbis investment updates, portfolio manager Rory Kutisker-Jacobson touched on many of the broad trends affecting local and offshore investors. He also explained how the Investment teams at Allan Gray and Orbis are actively positioning the portfolios to take advantage of appealing opportunities in light of the key risks in the environment. Watch the 36-minute recording below.
The Allan Gray and Orbis investment updates included a business update presented by Tamryn Lamb, head of Retail, and a Q&A session with portfolio managers from Allan Gray and Orbis, hosted by head of Retail Distribution, Saleem Sonday. Links to recordings of these sessions are available below.