The investment case for preparation over prediction
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
All insights
Orbis Optimal SA: Value in Japan’s overlooked companies
Alex Bowles from our offshore partner, Orbis, discusses how the Orbis Optimal SA Fund is finding opportunities in overlooked Japanese companies as AI-driven...
Orbis Global Balanced: The value of patient research
Drawing on the Orbis Global Balanced Fund's long-standing investment in the Irish banks, Alec Cutler from our offshore partner, Orbis, illustrates how...
Orbis Japan Equity: Finding opportunity beyond the AI trade
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
Orbis Global Equity: Finding the needles in the hay
While AI-related shares have continued to dominate market returns, Adam Karr from out offshore partner , Orbis, explains why the Global Equity Fund is focuse...
African equities offer compelling value despite global shocks
Despite geopolitical shocks and heightened market volatility, African equities continue to offer compelling value. Rami Hajjar explains how stronger...
Frontier Markets Equity Fund: Separating value from value traps in frontier markets
Amid heightened market volatility and uncertainty, Rory Kutisker-Jacobson explains how a disciplined, valuation-driven approach helps distinguish genuine val...
Orbis Emerging Markets Equity: Emerging markets increasingly have a concentration problem
In this commentary, Stefan Sommerville from our offshore partner, Orbis, examines the growing concentration risk in emerging market indices and explains how...