Orbis Global Equity Fund

One of the only truly global equity funds to justify a Forsyth rating. The thinking behind the management of the fund is naturally contrarian and the managers are not afraid to stand up to the concensus view. Value can emerge in many ways and the overweight position which has existed in Japan in the last few years is testament to how good stockpicking can offset negative influences from the broader index moves. William Gray is the Orbis funds' designated manager. However, decisions are team based with 10 investment professionals in Bermuda, 18 in London and 20 at AGL. The principals of ...