Filter by:

All insights

Insights categories - Offshore investing

Orbis Emerging Markets Equity: The case for Taiwan Semiconductor Manufacturing Company

By Stanley Lu on 22 Apr 2026

Reading time: 3 mins

As markets grapple with volatility, uncertainty and rapid technological advancements, Stanley Lu from our offshore partner, Orbis, emphasises the importance ...

Insights categories - Offshore investing

Orbis Global Balanced: Avoiding fear and greed in a noisy market

By Alec Cutler on 21 Apr 2026

Reading time: 3 mins

Portfolio manager Alec Cutler, from our offshore partner, Orbis, reflects on the Orbis SICAV Global Balanced Fund’s performance over the period. He explains...

Insights categories - Offshore investing

Orbis Optimal SA: Earning its keep in volatile times

By Mark Dunley-Owen and John Christy on 21 Apr 2026

Reading time: 3 mins

Amid widening uncertainty and complex geopolitical risks Mark Dunley-Owen and John Christy, portfolio managers at our offshore partner, Orbis, reflect on how...

Insights categories - Offshore investing

Orbis Global Cautious: Finding opportunity beyond traditional safe havens

By Mark Dunley-Owen on 21 Apr 2026

Reading time: 3 mins

Against an increasingly complex global backdrop, Mark Dunley-Owen from our offshore partner, Orbis, reflects on the risks of relying on perceived “safe-haven...

Insights categories - Offshore investing

Don’t just stand there

By Mark Dunley-Owen on 11 Feb 2026

Viewing time: 25 mins

At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Mark Dunley-Owen, portfolio manager at our offshore partner, Orbis, shared updates on th...

Insights categories - Offshore investing

Orbis: President’s letter 2025

By Adam R. Karr on 10 Feb 2026

Reading time: 4 mins

In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...

Insights categories - Offshore investing

Which risk runs deeper: owning or avoiding emerging markets?

By Stefan Magnusson on 04 Feb 2026

Reading time: 4 mins

Emerging markets (EMs) account for more than 80% of the world’s population and more than half of its gross domestic product (GDP) but less than a tenth of...

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.