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Articles tagged as "Investment process"

Allan's legacy: Investment thinking

By Allan Gray on 29 Jan 2020

Our founder, Allan Gray, developed the distinctive investment philosophy that has been in place since Allan Gray and Orbis were founded. He also had an...

Is the US headed for a market meltdown?

By Vuyo Nogantshi on 11 Nov 2019

As the S&P 500 and Nasdaq seem set to continue to record new highs, some market analysts believe that the current raging US bull market may be in for a nasty...

Mindful of risk

By Nadia van der Merwe on 28 Oct 2019

Uncertain times may cause investors to shy away from risk. While it is important to be mindful of risk and understand the risks you are taking on when...

Orbis: Is value investing dead?

By Brett Moshal and Michael Heap on 28 Oct 2019

Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...

Are you comfortable swimming against the tide?

By Radhesen Naidoo on 28 Oct 2019

Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...

Will Value ever be fashionable again?

By Henry Allen on 25 Oct 2019

Fashion trends tend to move in cycles. Anyone who lived through the 1990s and kept wearing their Doc Martens and bright neon colours would have spent 25 year...

Managing risk through our investment process

By Nathan Wridgway on 10 Jul 2019

Our primary objective is to build long-term wealth for our clients. To do this, we balance investment performance with the risk incurred in generating this...

How to select your asset manager

By Thandi Ngwane on 26 Sep 2018

Past performance is often the first, and sometimes only, consideration investors make when selecting an investment manager. However, performance is just one ...

Long-term investing should have nothing to fear from the Viceroys

By Leonard Krüger on 19 Apr 2018

Activist short sellers have been a prominent feature in stock markets for many years. It’s easy to get caught up in the hype when their ideas hit the news....

Orbis: We welcome the rise of passive investing

By Ben Preston and Rob Perrone on 11 Nov 2016

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...

Orbis: Not just looking for cheap stocks

By Jeremie Teboul on 07 Oct 2016

Our investment approach, which we share with our offshore partner Orbis, is sometimes characterised as ‘looking for cheap stocks’. Jeremie Teboul from Orbis...

Nuanced numbers and valuation pitfalls

By Leonard Krüger on 30 Sep 2016

We pick shares for client portfolios following a rigorous, bottom-up, fundamental research process. This involves, among many other considerations, the caref...

Investing tutorial: Our approach to value investing

By Wanita Isaacs on 30 Jun 2016

Our investment philosophy and process is so much part of our DNA that we forget not all clients are familiar with what we actually do and how we make our...

Asset allocation: Top down, or bottom up?

By Mahesh Cooper on 07 Dec 2015

Within a multi-asset class balanced portfolio , there are different ways to manage the asset allocation. Some managers prefer to follow a ‘top-down’ strategy...

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