Articles tagged as "healthcare"
Dis-Chem: A great business at a great price?
Finding great businesses at a fair price is not always easy, especially given that the resource and banking sectors currently dominate the FTSE/JSE All Share...
Orbis Global Equity: The art of adaptability in turbulent markets
Against a backdrop of heightened volatility, rapid advances in artificial intelligence and ongoing geopolitical tension, an adaptable, disciplined and...
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...
Orbis: The power of perspective
It is easy to get caught up in the noise of short-term events like politics. What we have learned over the past 30 years is that a long-term view often revea...
A healthy approach
Broadly speaking, one could think about building a portfolio in two key ways. Investors with a 'top-down' approach start with a wide view of the world and ma...
