During March and April we held the Allan Gray and Orbis Investment Forums. A recorded webcast of the Sydney event is now available to watch on demand.
You can now enjoy the Investment Forum from the comfort of your desk or home.
Chris Inifer introduced the webcast, with a reminder of the Allan Gray investment philosophy and a round-up of business activity. Next, Dr Graeme Shaw, Director of Orbis Investments Australia, explained some of the reasons for the underperformance of the Orbis Global Equity Fund and the Fund’s current positioning. Allan Gray Chief Investment Officer, Simon Mawhinney, then went on to discuss Fund performance, the widening gap between cyclical stocks and defensives, then a deeper analysis of AMP and why the Fund holds the stock.
Finally, the webcast finished with a Q&A session, where the audience could ask our presenters questions.
You can watch a recording of the webcast here. Running time is approximately 1 hour 28 minutes.
Should you have any questions, please don’t hesitate to contact your local Allan Gray Relationship Manager or our Client Services team.