What does it take to position client portfolios for the next 10 years? In this first video in a two-part series, three leading financial advisers and wealth experts join Orbis’s Eric Marais to unpack the challenges of a highly concentrated market, rising volatility, and the disruptive force of AI. Together, they share practical insights on diversification, risk management, and bottom-up investing to help advisers build portfolios that stand the test of time.

We would like to thank Orbis Investments for helping us bring this project to life, and special thanks to our guests:

• Eric Marais, Head of Clients Australia, Orbis Investments
• John Alford, Chief Investments Officer, Value Investment Partners
• Nazar Pochynok, Co-founder and Stategic Wealth Adviser, ASO Wealth
• Julien Renard, Co-founder and Stategic Wealth Adviser, ASO Wealth