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. In addition to reflecting on the Fund’s performance, he shared insights on today’s eventful investment environment and thoughts on positioning for the next decade. Watch the 29-minute recording below.
See more from Allan Gray Fund Provider 2025:
- Rethinking global inflation and rates after the 2024 super-election year – presented by Thalia Petousis
- In conversation with chief investment officers – hosted by Tamryn Lamb, with Duncan Artus (Allan Gray), Duane Cable (Ninety One) and Karl Leinberger (Coronation)
- Navigating South Africa's post-election economy – with Horacia Naidoo-McCarthy, Sandy McGregor and Nazmeera Moola
- In conversation with SARS Commissioner Edward Kieswetter – hosted by Alishia Seckam
- Could 2025 be the most consequential year in our lifetime? – presented by David McWilliams
To view all the Allan Gray Fund Provider 2025 content, click here.