We are a global firm with offices in 8 countries around the world, around 400 employees globally and almost $40 billion in assets under management. What defines our Orbis family is not those numbers, but how we do things day-by-day, how we add value for our clients, and the values that we live and work by. Our investment philosophy is fundamental, long-term and contrarian. As contrarian investors, we aim to take a different perspective and this filters into everything we do. To invest differently, you need to think differently. And this means having teams of people with different backgrounds, experiences and ways of thinking.
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Orbis Investments reposted this
Like the backstage crew in a theatre production, the companies that manufacture cables, switches, and transformers are essential but often overlooked. These underappreciated players are the backbone of our critical energy infrastructure, and we believe they could prove to be smart long-term investments. Watch our latest video to find out why: https://lnkd.in/ewq5dvjy
Have you spotted the hidden risk lurking in your portfolio? Explore our interactive tool to find out whether you’re genuinely diversified or are still holding on to winners of the last decade: https://lnkd.in/eWFUv6w8
So many investors may not be as diversified as they think. If investors hold multiple funds—active and (or) passive—but they all invest in very similar things, the portfolio can end up being diversified in name only. This can be painful when trends change! Find out if your portfolio is genuinely diversified with our interactive tool: https://lnkd.in/eWFUv6w8
Orbis Investments reposted this
Looking back over the past 15+ years since the global financial crisis, it didn’t matter whether you were a high, or low risk investor. Nearly EVERYTHING made money. ….Until 2022. The wake-up call the market needed to get back to basics. Valuation matters. Liquidity matters. Diversification matters. 🎞️Watch: https://ow.ly/9b6t50QJcfp In this roundtable, Alec Cutler, Fund Manager at Orbis Investments, joins wealth managers, Mohsin Bukhari (Carrington Wealth), Will Greenslade, (Thomson Tyndall) and Petronella West (Investment Quorum) and Citywire’s Amy Maxwell to discuss how to navigate a more challenging market environment. This is sponsored content from Citywire in association with Orbis Investments.
Orbis Investments reposted this
The so-called “Magnificent Seven” stocks are the embodiment of the easy money era. ‘They are one-way bets and an asset class of their own,’ warns Orbis Investments’ contrarian value manager, Alec Cutler. In this video, he explains why the looming inflection point could spell trouble for those heavily concentrated in the market’s pricier segments. https://ow.ly/4IB650Qzf4l This is sponsored content from Citywire in association with Orbis Investments.
Orbis Investments reposted this
When bubbles burst, the most speculative assets crash the hardest. 2022 was a prime example, with Bitcoin (-75%), money-losing tech companies (-80%), and meme-stock AMC (-90%) plunging from their 2021 peaks! Current valuations suggest further pain ahead unless investors adjust. To find out how previous events have unfolded, watch our video below. For more information, visit: https://lnkd.in/eh_HJ2XM #orbisinvestments #sunriseonvenus #diversification #contrarian #investing #valuations #marketbubble #concentration