Orbis Investments

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

Have you spotted the hidden risk lurking in your portfolio? Explore our interactive tool to find out whether you’re genuinely diversified or are still holding on to winners of the last decade: https://lnkd.in/eWFUv6w8

So many investors may not be as diversified as they think. If investors hold multiple funds—active and (or) passive—but they all invest in very similar things, the portfolio can end up being diversified in name only. This can be painful when trends change! Find out if your portfolio is genuinely diversified with our interactive tool: https://lnkd.in/eWFUv6w8