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Articles tagged as "Comcast"

Beyond the froth: Orbis’ contrarian case for Comcast

By Harish Karhade on 20 May 2021

Reading time: 1 min

Like finding a really good coffee, finding a good long-term investment opportunity is not always easy. A coffee that looks delicious may taste foul, and ther...

Orbis Global Balanced Fund: A tour of the portfolio

By Alec Cutler on 01 Apr 2021

Viewing time: 58 mins

After the extraordinary performance of 2020, global stock and bond markets both appear unusually expensive. From this starting point, long-term returns for...

Orbis: Resilience and enthusiasm at a time of uncertainty

By Matthew Spencer on 25 May 2020

Reading time: 7 mins

In a presentation to advisers and clients via Zoom webinar, Matthew Spencer, from our offshore partner Orbis, discusses the disappointing recent performance ...

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