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2016 Q2
Gold: A history of its price
Inventories play a significant role in the pricing of commodities: when they are low prices tend to rise, while excessive inventories depress prices. However...
XPO Logistics: Diversification through owning both shares and bonds
Forming contrarian views about the intrinsic value of companies is the core of what we do. In the Orbis Global Balanced Fund, this fundamental company resear...
Investing tutorial: Our approach to value investing
Our investment philosophy and process is so much part of our DNA that we forget not all clients are familiar with what we actually do and how we make our...
Allan Gray Orbis Foundation update 2016
Inspired by the Roman aqueducts of old, the Allan Gray Orbis Foundation has spent the last decade developing and fine tuning an entrepreneurial pipeline made...
2016 Q2 Comments from the Chief Operating Officer
Trust and confidence are especially important for financial markets. Everything that changes hands in financial markets represents a promise of one...