11 February 2026
Orbis Investments looks at over 200,000 data points to find out how valuations change over time.
News & Research
The dangers of imbalance: Inflation, inequality and instability
18 December 2025
Globalisation is being rewired as industrial policy and economic security move to the fore. Orbis portfolio manager Alec Cutler examines how applying Maslow’s hierarchy of needs framework to nations can help in…
Are investors swimming in the right water?
09 December 2025
For more than a decade, mercantilist policies and capital inflows into US assets created a self-reinforcing cycle that rewarded many investors. However, as US policy turns inward – marking a structural shift in…
Why valuation matters, even when you're backing the right jockey
04 December 2025
When it comes to the cliché "bet the jockey not the horse" we believe the horse is equally important. Paying too much for a company, even with great management, can still deliver poor results. Instead, many of…
The great capital reallocation: From wants to needs
19 November 2025
Orbis portfolio manager Alec Cutler and Bloomberg’s Merryn Somerset Webb unpack what the reallocation of capital means for investors.
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