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Articles tagged as "Technology"

Insights categories - Local investing

Was 2022 a secular turning point and if so, what does it mean for the years ahead?

By Duncan Artus on 26 Jan 2023

Viewing time: 12 Mins

In his first investment update of 2023, Duncan Artus discusses the current investment context and how it differs from the past, shares a review of 2022 and...

Insights categories - Local investing

Local investment update: Always pay the right price

By Duncan Artus and Jacques Plaut on 03 Jun 2022

Viewing time: 26 min

Jacques Plaut and Duncan Artus discuss the positioning of our equity and multi-asset funds given the pre-existing trends exacerbated by the war in Ukraine....

Insights category - companies

What has gone wrong with Naspers?

By Tim Acker on 26 Apr 2022

Reading time: 12 mins

For many years, Naspers was the star performer of the South African stock market. The onset of COVID-19 drove the Naspers and Tencent share prices to new...

Insights categories - Offshore investing

Orbis: Identifying opportunities in a turbulent market

By Ben Preston on 08 Oct 2020

Viewing time: 6 mins 29 seconds

The continued outperformance of certain sectors, especially technology, has created an extremely high level of concentration within markets. This provides a...

Insights categories - Local investing

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

Reading time: 4 mins

At the core of our investment philosophy we look for companies we believe are priced below our estimate of their true worth and sell them when they reach fai...

Insights categories - Offshore investing

Orbis: Tech can be contrarian - if the price is right

By Rob Perrone on 26 Sep 2017

Reading time: 5 mins

We are contrarian investors, and technology shares are often popular. Given that, you might expect us to shun them. At times, we have: when tech stocks trade...

Insights categories - Investment insights

Orbis: We welcome the rise of passive investing

By Ben Preston and Rob Perrone on 11 Nov 2016

Reading time: 6 mins

The Wall Street Journal ran a series this month commemorating the rise of passive investing. The articles make ‘the case for the triumph of passive’, calling...

Insights categories - Offshore investing

Investing: a history of bubbles

By Jonathan Brodie on 30 Jun 2012

Reading time: 9 mins

'Invest in stocks? Forget about it.' - USA Today headline, 8 May 2012. As contrarian investors, we cannot help but take notice when one of the most widely re...

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