Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Orbis Global Equity outperformed the MSCI ACWI YTD (22% vs 10%) by avoiding crowded US mega-caps and holding resilient value stocks. The manager warns of a shift toward mercantilism and highlights opportunities in Japan and select undervalued global equities.
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Orbis Global Equity outperformed the MSCI ACWI YTD (22% vs 10%) by avoiding crowded US mega-caps and holding resilient value stocks. The manager warns of a shift toward mercantilism and highlights opportunities in Japan and select undervalued global equities.
