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2024 Q2
How we balance the upside-downside risk in South African equities
We often write about large individual equity positions in our portfolios, but this quarter, Duncan Artus focuses on the opportunities and risks in “SA Inc” –...
Unveiling the layers of executive remuneration in mining companies
As active managers who seek to understand businesses, we take a keen interest in how companies are governed and the impact they have on society.
An offshore solution for the more cautious investor: introducing Orbis Global Cautious
We are pleased to introduce the Orbis SICAV Global Cautious Fund, which, as Nshalati Hlungwane discusses, meets the needs of more conservative investors...
Back to the future: Why studios are betting on the box office
While many continue to doubt the viability of theatrical exhibition, viewing it as another legacy business that will crumble before the rising tide of...
Two-pot: Enabling better retirements – for those who avoid the risks
The two-pot retirement system, which is set to be implemented on 1 September 2024, has been designed to improve retirement outcomes for South Africans by...
Two-pot: Your burning questions answered
With the new two-pot retirement system set to be implemented on 1 September 2024, many retirement fund members are wondering what the new legislation entails...
The importance of an emergency fund in the two-pot era
For a long time, the retirement savings industry has observed how many South Africans have struggled to balance accumulating and preserving their long-term...
2024 Q2 Comments from the Chief Operating Officer
Much has changed over this quarter. We have a government of national unity, and there is an air of cautious optimism prevailing. We are not the only...