Dr Simon Marais - Chartered Financial Analyst
PortfolIo MAnAger
orbIs InvestMent MAnAgeMent
Investment style
orbis’ investment style is best described as:
Focused:
» the equity fund typically
contains about 50 primary positions.
Contrarian:
» often shares that orbis
prefers are disliked by others.
orbis believes that they are unlikely to
find great investments in areas that other
investors are excited about.
Value-oriented:
» orbis is not a value
manager in the sense of buying only
stocks with low price/earnings ratios or
avoiding companies with high growth.
orbis focuses on intrinsic value and
holds shares selling at low prices relative
to their intrinsic value.
Long term:
» the manager believes that
it can take time for a company’s intrinsic
value to be fully reflected in its share price.
they therefore conduct research with at
least a four-year investment time horizon.
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- orbis is willing
orbis is willing, page-9
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