If you missed our Allan Gray Live webinar that was live streamed on 31 January 2024, you can now watch the recording at your leisure. During the webinar, we interviewed Orbis Investment Specialist, Eric Marais, who explored how investors have crowded into narrow parts of the market and what this meant for global portfolios. After that, Chris Hestelow and Dr Suhas Nayak reviewed our Funds’ recent performance and current positioning. Eric also provided the same for the Orbis Global Equity Fund. The team then answered our viewers’ questions.

Our webinars are primarily aimed at Australian financial advisers, but anyone can watch.

If you have any questions or comments, please contact us.