31 March 2026
As AI fears drive a sharp sell-off in software shares, many investors are reacting quickly - either rushing for the exits or racing to buy the dip. At Orbis, we take a different approach: patiently weighing fun…
News & Research
Discipline in a distracting market
22 December 2025
In a year marked by sharp market swings, trade wars, geopolitical tensions and relentless AI headlines, the temptation to react can be overwhelming. But amid the noise, disciplined investing has proved rewardin…
The dangers of imbalance: Inflation, inequality and instability
18 December 2025
Globalisation is being rewired as industrial policy and economic security move to the fore. Orbis portfolio manager Alec Cutler examines how applying Maslow’s hierarchy of needs framework to nations can help in…
Are investors swimming in the right water?
09 December 2025
For more than a decade, mercantilist policies and capital inflows into US assets created a self-reinforcing cycle that rewarded many investors. However, as US policy turns inward – marking a structural shift in…
Why valuation matters, even when you're backing the right jockey
04 December 2025
When it comes to the cliché "bet the jockey not the horse" we believe the horse is equally important. Paying too much for a company, even with great management, can still deliver poor results. Instead, many of…
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