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 impulse. As investors who focus on the fundamentals, the “great election year” has challenged Allan Gray and our offshore partner, Orbis, to continue to filter the signals from the noise to identify compelling long-term opportunities.
In this episode of The Allan Gray Podcast, portfolio manager Tim Acker is joined by Orbis portfolio manager Ben Preston. They discuss the US election’s impact on the markets, Orbis’ interest in the Korean market and biopharmaceuticals, and enhancements to Orbis’ investment process.
Podcast
Offshore investing