Building multi-asset portfolios in an uncertain world
Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex task.
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Building multi-asset portfolios in an uncertain world
Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change,...
Introducing the Orbis SICAV Global Cautious Fund
We are pleased to introduce the Orbis SICAV Global Cautious Fund (Global Cautious or the Fund), a low equity, global multi-asset fund that we believe fulfils...
US opportunities with a good prognosis: UnitedHealth and Elevance Health
While the US stock market represents about 70% of the FTSE World and MSCI World indices, just half of the Orbis Global Equity Fund is invested in American...
How to invest offshore with Allan Gray – and allow for the transfer of wealth
Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...
Beyond our borders: A case for investing offshore
Investing offshore should always form part of your long-term diversification strategy. South Africa comprises about 0.3% of the world’s market capitalisation...
Build a legacy with the Allan Gray Offshore Endowment
Investing offshore has long been a way to diversify and grow one’s wealth. This is even more relevant today, as investors seek strategies that will safeguard...
Orbis: President’s letter 2023
In his annual president’s letter, Adam R. Karr, from our offshore partner, Orbis, discusses the performance of the Orbis Strategies during 2023, looks back a...