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2021 Q1
Investment lessons from a pandemic year
A year on from our stringent Level 5 lockdown, much of 2020 seems surreal. While there are many aspects we may prefer to forget, reflection reveals valuable...
Woolworths: Not so down under
Most of you will be more than familiar with the fashion, beauty, home and food offering of retailer Woolworths, affectionately referred to as Woolies, and on...
Glencore: Investigating the decarbonisation opportunity
In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...
Executive remuneration in times of uncertainty
We believe that a company’s remuneration policy should aim to attract, reward and retain competent executives, while incentivising alignment between these...
Orbis: Are there real long-term opportunities in the US?
With just 30% of assets invested in US shares versus 66% for the MSCI World Index, the Orbis Global Equity Fund’s current underweight to the US market is the...
How to invest offshore
It is said that home is where the heart is, and for many investors, it is a sentiment reflected in the composition of investment portfolios, often skewed in...
2021 Q1 Comments from the Chief Operating Officer
A lot can happen in a year. Twelve months ago, we put the Quarterly Commentary together under Level 5 lockdown. Most of our employees were working...