Orbis Investments

Looking back over the past 15+ years since the global financial crisis, it didn’t matter whether you were a high, or low risk investor. Nearly EVERYTHING made money. ….Until 2022. The wake-up call the market needed to get back to basics. Valuation matters. Liquidity matters. Diversification matters. 🎞️Watch: https://ow.ly/9b6t50QJcfp In this roundtable, Alec Cutler, Fund Manager at Orbis Investments, joins wealth managers, Mohsin Bukhari (Carrington Wealth), Will Greenslade, (Thomson Tyndall) and Petronella West (Investment Quorum) and Citywire’s Amy Maxwell to discuss how to navigate a more challenging market environment. This is sponsored content from Citywire in association with Orbis Investments.

The so-called “Magnificent Seven” stocks are the embodiment of the easy money era. ‘They are one-way bets and an asset class of their own,’ warns Orbis Investments’ contrarian value manager, Alec Cutler. In this video, he explains why the looming inflection point could spell trouble for those heavily concentrated in the market’s pricier segments. https://ow.ly/4IB650Qzf4l This is sponsored content from Citywire in association with Orbis Investments.

When bubbles burst, the most speculative assets crash the hardest. 2022 was a prime example, with Bitcoin (-75%), money-losing tech companies (-80%), and meme-stock AMC (-90%) plunging from their 2021 peaks! Current valuations suggest further pain ahead unless investors adjust. To find out how previous events have unfolded, watch our video below. For more information, visit: https://lnkd.in/eh_HJ2XM #orbisinvestments #sunriseonvenus #diversification #contrarian #investing #valuations #marketbubble #concentration

At Orbis, we believe that a culture that prioritises #diversity and #inclusion is essential for us to achieve our core purpose—to transform lives by investing over the long term to enhance our clients’ savings and wealth. We also believe it’s the right thing to do. In our first D&I Progress Report, we discuss our approach and the journey so far: https://lnkd.in/eJVfv7Hx

Extreme alignment at Orbis Investments. My conversation with Adam R. Karr.

Extreme alignment at Orbis Investments. My conversation with Adam R. Karr.

Led by Nvidia, valuations within the generative artificial intelligence (AI) sector have soared. However, as contrarian and long-term investors, price is our compass. Thankfully, not all AI-exposed stocks come with a sky-high price tag! Dive into our latest article to find out how we are tapping into the AI-hype without the splurge: https://lnkd.in/eQWQvz6u #artificialintelligence #ai #contrarian #diversification #investing