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Articles tagged as "Philosophy"

Insights categories - Investment insights

In pursuit of value

By Jacques Plaut on 26 May 2021

Reading time: 10 mins

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns...

Insights categories - Offshore investing

Q&A: Understanding Orbis’ performance and potential

By Duncan Artus and Edward Blain on 28 Oct 2019

Reading time: 11 mins

Market breadth has been very narrow offshore, with few winners and many losers. Among the losers have been emerging markets and select cyclicals. At the same...

Insights categories - Local investing

Allan Gray Equity Fund's 20th Anniversary

By Julie Campbell on 17 Oct 2018

Reading time: 13 mins

If you had invested R1 000 in the Allan Gray Equity Fund when it was launched on 1 October 1998, it would be worth R56 572 today (at 30 September 2018). A...

Insights categories - Investment insights

Skilled Investing: Separating the wheat from the chaff

By Vuyo Nogantshi on 17 Oct 2018

Reading time: 7 mins

The difference between skilled and lucky investment managers is that over extended periods, skill should prevail in delivering good investment outcomes, whil...

Insights categories - Offshore investing

Orbis: Are there any bargains out there?

By William Gray and Jeremie Teboul on 31 Mar 2017

Reading time: 10 mins

Since 1990, the Orbis Global Equity Fund’s investment mandate has been to seek higher returns than the average of the world’s equity markets, without greater...

Insights categories - Offshore investing

Orbis: Are there any bargains out there?

By William Gray and Jeremie Teboul on 31 Mar 2017

Reading time: 10 mins

Since 1990, the Orbis Global Equity Fund’s investment mandate has been to seek higher returns than the average of the world’s equity markets, without greater...

Insights categories - ESG

Purpose before profit

By Allan Gray on 30 Jun 2014

Reading time: 13 mins

While a corporate philosophy of first trying to make a positive difference to others may seem inconsistent with running a profitable and successful firm,...

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