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2012 Q4
Building an investment team that thrives (not just survives) on generational transition
We aim to provide you with benchmark-beating investment returns for at least the next 100 years. But we can succeed in this ambition only for as long as we a...
The nature of contrarian investing
The average investor cannot avoid being bullish at market tops and bearish at bottoms. This produces periods of speculation and panic within the normal up an...
Drilling into the detail of oil and gas investments
At first glance, the Orbis Global Equity Fund's exposure to Oil & Gas; Gas stocks appears to be similar to that of its benchmark. At December 2012, about 9% ...
Making sense of unit trust categories and intentions
We aim to ensure that our range of funds offers enough choice to meet your needs but remains manageable, without being confusing or creating too much overlap...
2012 Q4 Allan Gray Orbis Foundation update
2012 was a significant milestone in the journey of the Allan Gray Orbis Foundation, giving a glimpse of the end in mind. The long road towards high-impact...
2012 Q4 Comments from the Chief Operating Officer
The Allan Gray group exists to make money for our clients. This is a good objective. Mostly our clients are regular people with everyday goals: to retire...