2022 was a dynamic and important year: Markets transitioned quickly from a decade-plus of stability, easy money and low inflation to uncertainty, tightening liquidity and high inflation. Russia’s invasion of Ukraine sparked a European energy crisis, causing many to question energy security worldwide and increasing geopolitical risks. These events likely mark a sea change for markets. While the past 10 years were great for markets and tough for stockpickers, we believe the next 10 years could be great for stockpickers and tough for markets. Speaking at the recent Allan Gray Fund Provider event, Adam R. Karr, president and head of the Investment teams at our offshore partner, Orbis, explains why the Investment teams are excited about the environment after a year of sharpening their focus and why Orbis is well equipped to execute against it. Watch the 30-minute recording below.
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Offshore investing