Watch the Allan Gray and Orbis Investment Forum, livestreamed on 21 October 2020.
Will 2020 be remembered as the year of investment opportunity?
Allan Gray Chief Investment Officer, Simon Mawhinney, was joined by Orbis’ Investment Director, Dr Graeme Shaw, on 21 October 2020 for a live webinar stream of our national Investment Forum series. They discussed the outlooks for their respective portfolios, market opportunities, and how the real cost of the COVID-19 pandemic may be different to consensus predictions.
Watch to see Mr Mawhinney and Dr Shaw share insights from their rigorous, fundamental research and explore what could well be a time of extraordinary investment opportunity for the remainder of 2020 and beyond.
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