22 April 2026
Strip out US mega-cap technology stocks and the track record for growth investing largely falls apart, with value leading across Latin America, Europe, Asia and most of the developed world over the past five ye…
News & Research
Software stocks at a crossroads: reset or opportunity?
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…
Cheap stocks don’t tend to stay cheap
11 February 2026
Orbis Investments looks at over 200,000 data points to find out how valuations change over time.
It’s very difficult to find good stockpickers, says Orbis' Brocklebank
09 February 2026
Orbis’ Dan Brocklebank explains why fund launches are eroding trust and why his firm does not “dilute” managers across different funds.
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…
Partner research
Contrarian investing on Trustnet, sponsored by
Capital at risk
Featured Article
Cheap, changing and under-owned: The case for emerging markets today
Latest Videos
Contact details
28 Dorset Square,
London, UK,
NW1 6QG
020 7042 2000
www.orbis.com
enquiries@orbis.co.uk