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Orbis Investments

Orbis brings Australian investors the expertise of a team of over 60 investment professionals located around the world, allowing clients to benefit from a truly international perspective from a firm whose results have stood the test of time.

At Orbis, we know there’s value in being different. By thinking differently than the crowd and focusing on the long term, we can reap the rewards that average investors typically miss out on. Our flagship Global Equity Strategy has significantly outperformed the benchmark for over 25 years by doing just that.

There’s Value in Being Different

We view the world and the market through a contrarian lens; understanding that often the best long-term investment value can be found in areas of the market out of favour with most investors. Our hunt for these ideas takes us away from the crowd, resulting in Funds that can look very different from their benchmarks. This doesn’t worry us – we are comfortable being uncomfortable because we are confident that this approach will create long term rewards for our clients, as it has done for over 25 years.

It Pays to be Patient

Our nearly three decades of investing has taught us that it pays to be patient. There’s a lot of short-term noise in the market but we ignore it, staying focused on a company’s intrinsic value. It can take up to five years or even longer for our views to play out. But as long as we have conviction, we stand by it.

We are Seeking to Find Hidden Value

We dig deep into the fundamentals of companies to find value others miss. We don’t start with a ‘top-down’ view of the market or specific sectors to find the best ideas; we stay focused on the detail.

Australian and New Zealand investors can access this deep global equity expertise through an Australian-registered Fund.

Visit orbis.com for more information.

The Orbis logo is a registered trademark of Orbis Holdings Limited and is used under licence.

 

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Sponsor White Papers

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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