Orbis Investments

Last Friday we took part in what could be described as the “Battle of the Bridge”—a finance football tournament at Stamford Bridge hosted by Bloomsbury Football. It was a fantastic day all round: tough end-to-end matches, plenty of sideline banter, and real camaraderie with teams from across the industry. After powering through the group stages and a couple of nail-biters, we were thrilled to win the trophy! 🏆⚽️ Huge thanks to Bloomsbury for running such a fantastic event—and, more importantly, for the incredible work they do giving kids across London the chance to play, learn and thrive through football. Check them out 👉 https://lnkd.in/dreUpiM

Last week, we were thrilled to win the Excellence Award at the Simplybiz Partnership Event 2025. This recognition means a great deal to us. It reflects our commitment to delivering outstanding outcomes for our clients and our relentless pursuit of excellence in everything that we do. #StrategicPartnerships #DistributionExcellence Fintel    

Avoid sabotaging your returns! Investing is as much behavioural as it is academic. Some of the smartest investors and advisers have found themselves undone as they lose their mind in the noise of markets. Orbis Director and PM, Alec Cutler, chats with Basis Points about challenging the comfort of consensus thinking. Listen now: https://lnkd.in/g67gG7Ku Allan Gray Australia #orbisinvestments #diversification #contrarian #investing #value #longterminvesting #risk

The overlooked opportunity trading at a 30% discount? Emerging markets. In this interview with Livewire Markets, Orbis Investment Specialist Werner (Vern) du Preez highlights how emerging markets are undervalued, underrepresented, and potentially a blind spot in many portfolios. Learn more: https://lnkd.in/gBPsCqkS #orbisinvestments #diversification #contrarian #investing #value #longterminvesting #risk #emergingmarkets Allan Gray Australia

Does managing downside risk mean sacrificing attractive returns? Join Alec Cutler, Portfolio Manager of the Orbis Global Balanced and Cautious Funds, and Nicola Dormehl, Orbis Investment Specialist, for our webinar as they discuss how a contrarian approach could help you navigate today’s volatile markets—balancing risk management without sacrificing returns. Secure your place now: https://lnkd.in/eKdBEDAG

Market concentration, high valuations and signs of speculative enthusiasm mean we’re sceptical of returns in certain popular areas of the market. While we don’t see an obvious stockmarket bubble, we think we can find much better opportunities from today’s starting point. Read our latest article to find out more: https://lnkd.in/etXm-AGk Capital at risk. As defined in applicable securities law, this post is intended for qualified purchasers in the United States; permitted clients in Canada; institutional investors in Hong Kong; qualified institutional investors in Japan; and regulated qualified investors in Switzerland.

5 reasons inflation may stay higher long term. Having been present for the past 30 years, all five disinflationary forces—deficits, demographics, deglobalisation, decarbonisation, and defence spending—have now stopped and are likely reversing course. https://ow.ly/J4Tt50UojX1 🎥 Watch now to find out as Citywire and Orbis Investments digest views from across the investment community. This is sponsored content. Past performance is not a reliable indicator of future results. The value of investments in the Orbis Funds may fall as well as rise and you may get back less than you originally invested.

Last week our latest Through our Lens video – The unsung heroes of the energy system – won Best Storytelling in any Medium at the Citywire Engage and Goldmine Awards. We thank the judges, who loved the video and thought it was really unique, and Citywire. Congratulations to all the teams involved at Orbis and our video partner Arms & Legs in making the Through our Lens series a success. Watch now: https://lnkd.in/eCTqyanX

🔥 Fired up to share my conversation with Shane Parrish on The Knowledge Project podcast. In this video, I was more vulnerable than ever before, delving into personal experiences that shaped me. Shane helped unpack themes that have fueled me... the importance of having a blueprint (Jay-Z shout out); the 'magic' found in the last 5% (Motorola Solutions shout out) ; and when the bear case is the bull case (Brad Jacobs shout out). Shane's mission is to "master the best of what the world's top performers have already figured out"... which is a compulsion I share. Practice is the game. Much gratitude and respect to Shane for creating such a powerful flywheel of impact with Farnam Street. 💥 #Blueprint #KnowYourGame

Like the backstage crew in a theatre production, the companies that manufacture cables, switches, and transformers are essential but often overlooked. These underappreciated players are the backbone of our critical energy infrastructure, and we believe they could prove to be smart long-term investments. Watch our latest video to find out why: https://lnkd.in/ewq5dvjy