Jonathan Brodie
Articles by Jonathan Brodie
Paying tribute to Allan W B Gray
It is with deep sadness that we mourn the death of Allan William Buchanan Gray, the founder of Allan Gray and Orbis. He died of natural causes on 10 November...
Obituary: Saying goodbye to our founder
It is with deep sadness that we share the news of the death of Allan William Buchanan Gray. He died of natural causes on 10 November 2019 in Bermuda, where h...
Orbis: Contrarian investing in an unconventional environment
Orbis has been going through a period of painful underperformance. Jonathan Brodie reminds investors what Orbis is trying to achieve, examines performance ov...
Investing: a history of bubbles
'Invest in stocks? Forget about it.' - USA Today headline, 8 May 2012. As contrarian investors, we cannot help but take notice when one of the most widely re...
Things you can control, and things you cannot
In this current very uncertain world, we cannot begin to control or predict political or economic outcomes. But we can control what shares we buy and we are...
The story is in the stocks
Investors who give their money to professional managers to invest still wish to remain informed about what their managers are thinking and how therefore they...
Tough to be different
In the Q2 Quarterly Commentary, Jonathan Brodie and Trevor Black of Orbis discussed the fact that long-term outperformance requires a partnership between the...
