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Orbis Investments

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.

Orbis

video: Honda vs. Tesla: A contrarian take on electric cars.

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.

Latest Updates

Shares

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.        

Superannuation

When you can withdraw your super

You can’t freely withdraw your super before 65. You need to meet certain legal conditions tied to your age, whether you’ve retired, or if you're using a transition to retirement option. 

Retirement

A national guide to concession entitlements

Navigating retirement concessions is unnecessarily complex. This outlines a new project to help older Australians find what they’re entitled to - quickly, clearly, and with less stress. 

Property

The psychology of REIT investing

Market shocks and rallies test every investor’s resolve. This explores practical strategies to stay grounded - resisting panic in downturns and FOMO in booms - while focusing on long-term returns. 

Fixed interest

Bonds are copping a bad rap

Bonds have had a tough few years and many investors are turning to other assets to diversify their portfolios. However, bonds can still play a valuable role as a source of income and risk mitigation.

Strategy

Is it time to fire the consultants?

The NSW government is cutting the use of consultants. Universities have also been criticized for relying on consultants as cover for restructuring plans. But are consultants really the problem they're made out to be?

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