Articles tagged as "Samsung"
The great misallocation
The days of the ‘Everything bubble’ are long gone, but where are we in the latest boom-bust cycle? While they all follow a similar pattern, the current cycle...
Orbis: Finding an edge in tech
The future of society and technology requires ever-increasing connectivity, data speeds, and computational power, and those improvements depend on ever more...
Finding value in an over-valued world
Defensive shares are normally a safe place to “hide” when valuations look high, but Orbis is currently finding more opportunities among cyclical shares where...
Emerging market equities: looking beyond the mega-caps
Our offshore partner Orbis launched an Emerging Markets Equity Strategy in January 2016. Later that year it broadened the mandate of its Asia ex-Japan Equity...
