Home / Sponsors / Orbis Investments

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.

 

Videos

 

Latest sponsor articles

The flaw in 'value' index funds

When researchers identified the benefits of investing in 'value', index providers and asset managers created products to harness the 'value' factor. But is the construction of the index correct?

Charles Dalziell on life as a contrarian investor

How does a style that relies on investing in stocks the market dislikes sustain itself over time, when inevitably investors go through difficult markets until the value is realised? It’s not an easy way to run a fund manager.

What game is your fund manager playing?

Investors do not ask enough questions of their fund managers before they commit money. It's worth at least knowing whether a long-term view is taken rather than the easier road of jumping in and out of markets.

Is 'shaken and stirred' coming? The risky business of bonds

Bonds have performed well for most of the last 30 years with a tailwind of easing liquidity, but the current high prices makes them vulnerable to losing their protective qualities.

Should you be a value or growth investor?

The idea that stocks should be divided into growth and yield categories diverts us from fundamentals. Intrinsic value eventually manifests in higher cash flow, whether or not share price appreciation anticipates it.

Why stock selection beats macro forecasting

Macro trends are almost impossible to forecast, and picking undervalued shares with an eye to the long term is a better way. But often, stock selection requires resilience in the face of criticism.

Sponsor White Papers

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.

Most viewed in recent weeks

Retirees facing steep increases for basic items

ASFA has updated its tables on how much money is needed for a 'comfortable' or 'modest' lifestyle in retirement, but there are some prices rising well ahead of inflation.

Adele Ferguson on ‘Banking Bad’ and weaving magic

The journalist most responsible for the calling of the Royal Commission takes care not to be roped in by everyone with a complaint to push. It takes experienced judgement to gather the right information.

Let’s stop calling them ‘bond proxies’

With cash and term deposit rates at all-time lows, and fixed interest bonds not much better, investors are looking for ‘bond proxies’ to deliver more income. But is ‘proxy’ a misnomer, and what are they anyway?

Six warning bells against property spruikers

Property spruikers use common techniques, and con men will increasingly target older people who feel they do not have enough financial independence for their retirement years.

Helping your children build their super

It has become more difficult to build large superannuation balances with contribution caps and more people paying off home loans for longer. How can wealthy parents help their adult children?

Sponsors

Alliances

Special eBooks

Specially-selected collections of the best articles 

Read more

Earn CPD Hours

Accredited CPD hours reading Firstlinks

Read more

Pandora Archive

Firstlinks articles are collected in Pandora, Australia's national archive.

Read more