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Insights categories - Offshore investing

XPO Logistics: Diversification through owning both shares and bonds

By Ashley Lynn and Matt Adams on 30 Jun 2016

Reading time: 7 mins

Forming contrarian views about the intrinsic value of companies is the core of what we do. In the Orbis Global Balanced Fund, this fundamental company resear...

Insights categories - Offshore investing

Orbis: Buying carefully in indiscriminate selloffs

By Tamryn Lamb on 24 Dec 2015

Reading time: 5 mins

Periods of short-term underperformance are a price we must pay for seeking superior long-term returns. The third quarter certainly qualified as one of those...

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