Rob Perrone

Rob joined Orbis in 2011 following the completion of his degrees. He is a member of the team of Investment Counsellors, which is responsible for servicing Orbis’ institutional clients and investment consultants. His responsibilities include investment communications, with a focus on the Orbis Global Balanced and Japan Equity Strategies. Rob holds a Bachelor of Arts (Honours) degree in Professional Writing and Philosophy and a Master of Arts in Professional Writing, both from Carnegie Mellon University. He is also a CFA^® charterholder.

Articles by Rob Perrone

Memory: Industry cycles, not the business cycle

By Rob Perrone on 31 May 2023

Reading time: 7 mins

Rob Perrone, a member of the team of Investment Counsellors at our offshore partner, Orbis, explores the case for investing in the memory semiconductor...

Orbis investment update: Risks in the real world

By Alec Cutler and Rob Perrone on 03 Jun 2022

Viewing time: 27 min

Alec Cutler and Rob Perrone, from our offshore partner, Orbis, discuss the real risks the world is facing and the attractive investment opportunities Orbis h...

Orbis: Inflation – the bottom-up case for caution

By Rob Perrone on 09 Nov 2021

Reading time: 7 mins

If headlines are to be believed, people are gravely concerned that inflation will rise. If market prices are to be believed, people are quietly convinced tha...

Orbis: Unpacking the risks from regulatory change

By Rob Perrone on 31 Jul 2021

Reading time: 6 mins

For Chinese companies, regulatory change is a perennial risk. In July, the government gave investors a stark reminder of that risk when it announced sweeping...

How is the market up?

By Rob Perrone on 11 Sep 2020

Reading time: 4 mins

After the worst five-week crash ever, global stock markets have recovered all of their losses in just five months, with the MSCI World Index setting a new...

Capital: Can companies have too much of a good thing?

By Rob Perrone on 17 May 2019

Reading time: 6 mins

In the centre of London, there is a market whose history stretches back to the first century. Built on the site of a Roman forum, Leadenhall was once the...

Orbis: Think like a business owner

By Rob Perrone on 02 Nov 2018

Reading time: 5 mins

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...

Currency matters

By Rob Perrone on 23 Mar 2018

Reading time: 5 mins

Rob Perrone, from our offshore partner Orbis, discusses why exchange rates are a big deal, and how Orbis actively manages currency exposure in it funds...

Orbis: Tech can be contrarian - if the price is right

By Rob Perrone on 26 Sep 2017

Reading time: 5 mins

We are contrarian investors, and technology shares are often popular. Given that, you might expect us to shun them. At times, we have: when tech stocks trade...

Orbis: We welcome the rise of passive investing

By Ben Preston and Rob Perrone on 11 Nov 2016

Reading time: 6 mins

The Wall Street Journal ran a series this month commemorating the rise of passive investing. The articles make ‘the case for the triumph of passive’, calling...