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Insights categories - Offshore investing

Orbis: President’s letter 2024

By Adam R. Karr on 05 Feb 2025

Reading time: 16 mins

In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, pays tribute to Gillian Gray, who passed away in December 2024. He also...

Insights categories - Offshore investing

What can we learn from Fartcoin?

By Graeme Forster on 30 Jan 2025

Viewing time: 29 mins

At the recent Allan Gray Fund Provider, Graeme Forster, portfolio manager at our offshore partner, Orbis, shared an update on the Orbis Global Equity Fund. I...

Insights categories - Offshore investing

Beyond the US: Separating the signals from the noise

By Tim Acker on 19 Nov 2024

Listening time: 50 mins

The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on...

Insights categories - Offshore investing

Trustless, rustless, shiny and tiny: The investment case for gold

By Alec Cutler on 31 Oct 2024

Reading time: 9 mins

Gold-related securities are among the top holdings of our offshore partner Orbis' multi-asset strategies.

Insights categories - Offshore investing

An offshore solution for the more cautious investor: introducing Orbis Global Cautious

By Nshalati Hlungwane on 08 Aug 2024

Reading time: 7 mins

We are pleased to introduce the Orbis SICAV Global Cautious Fund, which, as Nshalati Hlungwane discusses, meets the needs of more conservative investors...

Insights categories - Offshore investing

Back to the future: Why studios are betting on the box office

By Jeffrey Miyamoto on 08 Aug 2024

Reading time: 9 mins

While many continue to doubt the viability of theatrical exhibition, viewing it as another legacy business that will crumble before the rising tide of...

Insights categories - Offshore investing

Geopolitical factors trigger concerns about Georgia

By Rory Kutisker-Jacobson on 15 Jul 2024

Reading time: 4 mins

Frontier markets, like Georgia, offer investors exposure to a range of sectors and opportunities that are not available in more developed markets, however,...

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