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11 July 2026

Home / Author: Orbis Investments

Orbis Investments

Six courageous questions for 2026

Orbis' investment leaders explore six key questions investors should be asking to test assumptions and sharpen their thinking. For each, they set out what is known, what is unknown, what would change minds, and the implications for portfolios.

Sunrise on Venus: Preparing for the investing environment of the next decade

Using long-term data, this paper looks at how we got here, which equities are at risk, why the investing world is changing, and how investors can prepare for the decade ahead.

Value investing myths, debunked

As the growth versus value debate intensifies, this report from Orbis seeks to debunk three oft-repeated myths about value investing with hard data and considered analysis.

Allan’s Legacy - Investment Thinking

Orbis founder Allan Gray's distinctive investment philosophy has been in place at Orbis since inception. This paper highlights a small selection of the investment insights that have resonated most with those who worked with Allan over the years.

Active Management: A Practitioner’s Perspective

The chorus proclaiming the “death of active management” has grown louder in recent years and there has been a massive shift of capital out of active and into passive strategies.

Value and Growth Investing in Perspective

If value investing works so well over the long term, why has the performance of value shares been so dismal over the past five years? We look at the historical relationship between and value and growth shares.

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Ranking three common retirement strategies

The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.

Economy

Was life really better in the good old days?

Are we worse off than previous generations? Lately, there seems to be a heightened level of angst that economic conditions are getting harder and that the two-party political system (and maybe democracy too) is failing voters.

Retirement

Australia has saved $4.5 trillion for retirement. Here's what matters more

Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year. 

Who gains in an AI-supercharged economy?

AI is already reshaping the economy, but companies building transformative technologies rarely capture the greatest long-term value. Instead, those benefits accrue to the users. We may well see this pattern reproduced. 

Taxation

Div 296's million-dollar reset worth $25,000

The 'cost base reset' for the new super tax is being sold as protection for pre-July gains. A worked example shows $1M of protection is worth about $25,000, and the real deadline has not passed.

Latest from Morningstar

The forecasting fix that Wall Street missed

Asking whether markets are overpriced may be the wrong question. New research suggests that traditional valuation metrics used to forecast returns may have been misread. Here are five takeaways for investors.

Investment strategies

Should a fund manager invest their own money differently?

Investors often like the idea that fund managers should invest client money exactly as they invest their own. But reality is more complicated. Unique circumstances make a different approach rational and, at times, beneficial.

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