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2024 Q2
Local investing
How we balance the upside-downside risk in South African equities
We often write about large individual equity positions in our portfolios, but this quarter, Duncan Artus focuses on the opportunities and risks in “SA Inc” –...
ESG
Unveiling the layers of executive remuneration in mining companies
As active managers who seek to understand businesses, we take a keen interest in how companies are governed and the impact they have on society.
Offshore investing
An offshore solution for the more cautious investor: introducing Orbis Global Cautious
We are pleased to introduce the Orbis SICAV Global Cautious Fund, which, as Nshalati Hlungwane discusses, meets the needs of more conservative investors...
Offshore investing
Back to the future: Why studios are betting on the box office
While many continue to doubt the viability of theatrical exhibition, viewing it as another legacy business that will crumble before the rising tide of...
2024 Q2 Comments from the Chief Operating Officer
Much has changed over this quarter. We have a government of national unity, and there is an air of cautious optimism prevailing. We are not the only...