Matthew Spencer

Matthew joined Orbis in 2008 and heads the team of Investment Counsellors, which is responsible for servicing Orbis’ institutional clients and investment consultants. He also sits on the firm’s Operations Council. Matthew holds a Bachelor of Accounting degree from Stellenbosch University, is a qualified Chartered Accountant and a CFA^® charterholder.

Articles by Matthew Spencer

Navigating the ‘Great Misallocation’

By Matthew Spencer on 08 Dec 2022

Viewing time: 1 min

Matthew Spencer, from our offshore partner, Orbis, reflects on the current global market environment and how portfolios are positioned to reap the benefits o...

Solving the diversification dilemma

By Matthew Spencer on 28 Jun 2022

Viewing time: 5 mins

"Don’t put all your eggs in one basket" is a phrase familiar to many of us, and when it comes to investing and minimising risk, it is quite a sensible...

Orbis Global Equity: Navigating risk and reward

By Matthew Spencer and Stanley Lu on 17 Nov 2021

Viewing time: 8 mins

At a recent investment update via Zoom webinar, Matthew Spencer and Stanley Lu, from our offshore partner, Orbis, reviewed the Orbis Global Equity Fund’s...

Orbis: Resilience and enthusiasm at a time of uncertainty

By Matthew Spencer on 25 May 2020

Reading time: 7 mins

In a presentation to advisers and clients via Zoom webinar, Matthew Spencer, from our offshore partner Orbis, discusses the disappointing recent performance ...

Orbis: Perspectives on the portfolio

By Matthew Spencer on 14 Jun 2019

Reading time: 15 mins

Matthew Spencer, from our Offshore partner Orbis, explains what has driven Orbis’ recent performance, while also sharing some research about performance tren...