Orbis is a global, privately-owned investment firm, managing in excess of £27 billion of assets, with offices across four continents and over 400 professionals. We have been creating long-term value for our clients since 1990. Our investment philosophy is fundamental, long-term and contrarian, and we are uniquely structured to encourage bold but considered decisions, even in times of stress. As a firm, our business model requires us to deliver meaningful outperformance to our clients over the long term.
How much exposure to the US is too much?
Under-the-radar firms are gaining ground and redefining the AI landscape....
What are the benefits of taking an active approach to equity ownership?...
In today’s environment of concentrated markets, persistent inflation, and...
In today’s environment of concentrated markets, persistent inflation, and...
Is the traditional 60/40 portfolio still fit for purpose in today’s market...
In a world increasingly defined by stark extremes—growth vs. value, US...
Seven tech giants now make up nearly 35% of the S&P 500’s market cap—up...