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2016 Q3
Nuanced numbers and valuation pitfalls
We pick shares for client portfolios following a rigorous, bottom-up, fundamental research process. This involves, among many other considerations, the caref...
Investing in Africa’s debt markets
Patient capital dedicated to Africa’s capital markets is scarce, especially during economic or political downturns. Nick Ndiritu explains how long-term...
Pursuing long-term returns without simply reaching for risk
Ben Preston and Maurits Ovaa explain why Orbis believes minimising losses is arguably more important than maximising gains at a time when many stock markets ...
What is a money market fund?
Money market unit trusts, commonly referred to as ‘money market funds’, have become a synonym for safe, secure and reliable investments. You put your money i...
2016 Q3 Comments from the Chief Operating Officer
It is so easy to get caught up in the latest bad news (and there has been a lot of it in the week I’m writing this) that we can miss the underlying...