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2019 Q3
Offshore investing
Orbis: Is value investing dead?
Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...
Investment insights
Mindful of risk
Uncertain times may cause investors to shy away from risk. While it is important to be mindful of risk and understand the risks you are taking on when...
Investment insights
Are you comfortable swimming against the tide?
Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...
2019 Q3 Comments from the Chief Operating Officer
I recently attended a presentation by trend analyst Dion Chang. He spoke passionately about the way the world is transforming as industries digitise...