Articles tagged as "Offshore Investing"
How money tells the story of humanity – with David McWilliams
Many investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according...
Orbis: President’s letter 2024
In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, pays tribute to Gillian Gray, who passed away in December 2024. He also...
What can we learn from Fartcoin?
At the recent Allan Gray Fund Provider, Graeme Forster, portfolio manager at our offshore partner, Orbis, shared an update on the Orbis Global Equity Fund. I...
Could 2025 be the most consequential year in our lifetime?
In a keynote address at Allan Gray Fund Provider 2025, Irish economist David McWilliams discussed a range of global developments, such as the return of Trump...
Making new year’s financial resolutions last
As the new year kicks into full swing, many South Africans will be setting new year’s resolutions – including financial and investment goals – to improve the...
Beyond the US: Separating the signals from the noise
The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on...
Local investment update: Balancing caution and optimism
In recent years, South Africa’s numerous, well-known economic challenges have fuelled declining investor sentiment and led many to doubt the local market’s...
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...
Orbis: Positioning portfolios for long-term performance
William Gray, from our offshore partner, Orbis, reviews Orbis’s recent performance and discusses their investment approach in the current environment.
What is a good offshore strategy?
Novice and experienced investors often ask the same question time and again: When is the best time to invest offshore?
Orbis: How to balance risk and return in the current environment
As we look at opportunities around the world, one thing seems clear – it is no time to be a hero. According to Alec Cutler, from our offshore partner, Orbis,...
Global perspective: Do value shares deserve to be this cheap?
The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...
Something’s got to give...
Recently companies in Australia that have grown their earnings and paid large dividends have been well rewarded. But is this sustainable?
Orbis funds: Finding the best long-term value for clients
The Orbis Global Equity Fund will mark its 25th year at the end of December. In that time, Orbis has provided access to the same fundamental, contrarian,...
How to access investment opportunities in Asia
Asia presents interesting investment opportunities, but for the average investor, researching these opportunities would be a massive undertaking fraught with...
Hunting for compelling opportunities in the current environment
2013 was a good year for global stock markets. The FTSE World Index returned 24.7% in US$ terms since the start of 2013 and is near an all-time high. The Orb...
Access global investment opportunities via our offshore platform
We understand that many investors are keen to invest offshore but neglect to do so as they find it too daunting. Johann Grandia discusses some of the...
Orbis Global Equity Fund: A reversal of fortunes
After a prolonged period of relative underperformance, since January this year the Orbis Global Equity Fund has meaningfully outpaced its benchmark in US...
Equity opportunities down under
Last quarter, Seema Dala wrote about the importance of diversifying your portfolios by investing offshore. Australia is definitely offshore from South Africa...
The offshore conundrum
A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...
