Orbis seems to have a less than 1% of its equity fund invested in VPG.
Below is copied from Orbis's Dec 2008 Qtrly report.
"....In many instances these REITs have become so small that they are too small for the Fund to buy;therefore, to obtain suffi cient exposure and diversify risk, we have bought a collection of the best ones. We list 10 of these in the table on the following page together with their economic fundamentals. Most of the REITs listed in the table have position sizes that are individually less than 1% of the Fund."
(The table mentioned above includes CER and Valad amongst other 8 REITs.)
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- orbis most probably has vpg in its portfolio
orbis most probably has vpg in its portfolio
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