Stefan Magnusson
Stefan joined Orbis in 2003. Based in Hong Kong, he leads the Emerging Markets Investment team and is one of the stock pickers who direct client capital in the Orbis Global Equity Strategy. Stefan completed his graduate studies at the University of St. Gallen and the University of Melbourne. He also holds a Master of Science degree in Business and Economics from the Stockholm School of Economics and completed the Advanced Management Program at Harvard Business School. Stefan is a CFA® charterholder.
Articles by Stefan Magnusson
Orbis: Global perspectives on Naspers
One of the largest positions in the Orbis Global Equity Fund is Naspers, whose key underlying asset is a 29% stake in the Chinese internet juggernaut Tencent...
Naspers: It simply doesn’t add up
The discount between Naspers’ share price and the value of its underlying assets has widened further and now looks quite extreme. Being a large holding in bo...
Orbis Global Equity Fund: Unpacking recent performance
As bottom-up stockpickers, we don’t pay much attention to benchmarks or to what other investors are doing. Instead, our investment decisions are based on...
