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Eric Marais

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Investment Specialist & Head of Clients at Orbis Investments
Articles & Research

13 May 2026

The diversification illusion: why “balanced” portfolios may be more exposed than they appear

In this piece, Orbis examines why many “diversified” portfolios are increasingly driven by the same narrow set of forces. As concentration builds beneath…

Eric Marais
Investment Specialist & Head of Clients at Orbis Investments

5 March 2026

Why 2026 is the year investors must challenge what feels “obvious”

Markets have an uncomfortable habit of rewarding certainty right up until the moment they punish it. Over the past decade, investors have grown used to a…

Eric Marais
Investment Specialist & Head of Clients at Orbis Investments

A special production

Looking at volatility through a contrarian lens

Brought to you by Orbis Investments.

A special production

Constructing portfolios for the decade ahead

Brought to you by Orbis Investments.

29 April 2025

Redefining diversification in a concentrated market

For years, the debate around active versus passive investing has raged on. And over the past decade, passive strategies have gained popularity thanks to their…

Eric Marais
Investment Specialist & Head of Clients at Orbis Investments