Brett Moshal
Brett joined Orbis in 2003. He is based in London, co-leading the Japan Investment team, and is responsible for the Orbis Japan Equity Strategy. Brett holds a Bachelor of Commerce and Bachelor of Accounting Science degree, both from the University of the Witwatersrand, and is a Chartered Accountant and CFA® charterholder.
Articles by Brett Moshal
Orbis Global Equity: Value in a changing Japan
Optically, Japan has not been an attractive investment destination over the last 30 years. However, Brett Moshal, from our offshore partner, Orbis, illustrat...
Orbis: Our job is to be uncomfortable
Our job at Allan Gray and Orbis is to be uncomfortable and to sweat our clients’ capital. Ultimately what we focus on is the risk of capital loss - and that...
Orbis: Is value investing dead?
Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...
