ORBIS INVESTMENTS

Orbis was set up in 1989. Our founder Allan Gray believed that a fundamental, contrarian long-term approach offered great potential. If he applied it successfully, he could help people grow their money meaningfully over time.
Until 2015, our Funds were only available to institutions, like pension funds, with millions to invest. But we wanted to make investing in funds simpler and more accessible for everyone. Since opening our investment expertise to UK retail investors, we’re proud to have helped thousands of people improve their financial future.

ORBIS INVESTMENTS articles / content

New Tools, Old Habits: investing in the age of AI

ORBIS INVESTMENTS

New Tools, Old Habits: investing in the age of AI

Every generation of investors has believed its new tools would finally make markets rational. History suggests otherwise. Will AI be...

Looking within AI: different players, different outcomes

ORBIS INVESTMENTS

Looking within AI: different players, different outcomes

Exploring the nuanced competitive dynamics within the AI eco-system.

Are investors underestimating the emerging markets reform story?

ORBIS INVESTMENTS

Are investors underestimating the emerging markets reform story?

One of the most underappreciated changes across some emerging markets over the past decade has been the strengthening of policy...

Cheap, changing and underowned: the case for emerging markets today

ORBIS INVESTMENTS

Cheap, changing and underowned: the case for emerging markets today

When we look at valuations, reforms underway, cheap currencies and potential diversification benefits, we believe emerging markets may represent one...

Are investors navigating emerging markets with an outdated map?

ORBIS INVESTMENTS

Are investors navigating emerging markets with an outdated map?

Emerging markets represent roughly 60% of global GDP and 85% of the world's population, powering some of the most innovative...

What’s the key to building enduring value in unpredictable markets?

ORBIS INVESTMENTS

What’s the key to building enduring value in unpredictable markets?

In a world increasingly defined by stark extremes—growth vs value, US vs the rest of the world, risk vs safety—we...

The unsung heroes of the energy system

ORBIS INVESTMENTS

The unsung heroes of the energy system

The energy transition has drawn widespread attention, as governments and companies around the world are making an earnest effort to...

Is FOMO overruling investment basics?

ORBIS INVESTMENTS

Is FOMO overruling investment basics?

Four years ago, we introduced our “bubbles” chart to show how the market had become concentrated in one type of...

Adam Karr: How to think (and work) like a billion-dollar investor

ORBIS INVESTMENTS

Adam Karr: How to think (and work) like a billion-dollar investor

In this episode of The Knowledge Project podcast with Shane Parrish, Adam Karr, President and Portfolio Manager at Orbis, outlines...