Orbis Investment

'Our hunt for undervalued shares takes us away from the crowd'

The investment world is changing, and many investors, particularly those in passive or traditional 60/40 portfolios, are not prepared for what is on the horizon. Thankfully, there is still time to prepare.

As the investment landscape shifts, investors remain dangerously concentrated in the last decade’s winners. With inflation expectations and valuations where they are, investors must adjust their return expectations or their portfolios