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You are here: Manager factsheet

Orbis Investment Management Ltd
Orbis Investment Mgmt Limited, Orbis Investments
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Manager profile
Orbis’ approach is designed to harness the best ideas of our best analysts. The independent recommendations of these analysts, made after a rigorous peer review process, serve as the raw materials for all of the Orbis Funds. For each Fund, designated individuals then combine our strongest security ideas into a portfolio that is appropriate for the Fund’s mandate, and that reflects broader market and portfolio-level considerations. William Gray, head of the investment team since 2000, is responsible for the firm’s investment process overall.
Total return for Orbis Investment Management Ltd
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Orbis Investment Management Ltd

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Orbis Investment Management Ltd 12.7 7.9 5.3 20.4 -7.5 -5.1 6.9 28.6 2.0 10.9
Peer Group Composite 9.2 1.5 -1.2 19.6 -1.9 2.4 5.5 19.8 -1.0 12.2
Over / Under 3.5 6.4 6.5 0.8 -5.6 -7.5 1.4 8.8 3.0 -1.3
Performance vs peer group composite: Orbis Investment Management Ltd
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Orbis Global Equity Fund Lead manager FO Equity - International since Jan 01 1990 to present
Orbis Japan Equity Fund Lead manager FO Equity - Japan since Jan 01 1998 to present
Orbis Japan Equity USD Lead manager FO Equity - Japan since Jun 12 1998 to present
Orbis Optimal SA Lead manager FO Absolute Return since Jan 01 2005 to present
Orbis SICAV Global Equity Lead manager FO Equity - International since Jan 01 2005 to present
Orbis Emerging Markets Equity Fund Lead manager FO Equity - Emerging Markets since Jan 01 2006 to present
Orbis Optimal USD Lead manager FO Absolute Return since Jan 01 2006 to present
Orbis Global Balanced Fund Lead manager FO Mixed Asset - Flexible since Dec 31 2012 to present
Orbis Global Equity Lead manager UT Global since Jan 01 2014 to present
Orbis Global Balanced Co-managed UT Mixed Investment 40-85% Shares since Jan 01 2014 to present
Orbis SICAV International Equity Fund Lead manager FO Equity - International since Apr 01 2014 to present
Orbis Global Cautious Co-managed UT Mixed Investment 20-60% Shares since Jan 01 2019 to present
Funds managed previously
Fund Periods
No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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