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2025 Q4
Companies
AB InBev: Catching up over a beer
Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our late...
Offshore investing
Orbis: President’s letter 2025
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...
Personal investing
The compounding power of micro wins
Compounding is usually discussed and understood in financial terms, but is the effect of compounding behaviour equally powerful? Thandi Skade looks at three...
2025 Q4 Comments from the Chief Operating Officer
Last year was categorised by market-moving headlines, shifts in the global monetary order, divergent monetary policy, AI flexing its muscle, and gold...