﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Fri, 11 Sep 2026 15:20:14 GMT--><rss version="2.0"><channel><title>Orbis Investment Management Ltd  - related articles from Trustnet</title><link>http://www.trustnet.com/News/NewsHome.aspx</link><description>Trustnet, Free daily updated analysis and price / performance data on all UK Unit Trusts, OEICs, Investment Trusts, Pension, Insurance Bond and Offshore Funds, Structured Products, ETFs and VCTs</description><language>en-gb</language><pubDate>Fri, 11 Sep 2026 15:20:14 GMT</pubDate><lastBuildDate>Fri, 11 Sep 2026 15:20:14 GMT</lastBuildDate><docs>http://www.trustnet.com</docs><generator>UltraEdit</generator><managingEditor>editorial@trustnet.com</managingEditor><webMaster>mail@trustnet.com</webMaster><image><link>http://www.trustnet.com</link><title>Orbis Investment Management Ltd  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>The surprising growth market this value manager is hunting in</title><link>http://www.trustnet.com/News/13484194/the-surprising-growth-market-this-value-manager-is-hunting-in/</link><author>Matteo Anelli</author><description>Smaller Korean names are badly mispriced, says AVI’s Joe Bauernfreund.</description><pubDate>Fri, 11 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484194/the-surprising-growth-market-this-value-manager-is-hunting-in/</guid></item><item><title>Lindsell Train launches tender offer for up to 20% of shares</title><link>http://www.trustnet.com/News/13484190/lindsell-train-launches-tender-offer-for-up-to-20-of-shares/</link><author>Matteo Anelli</author><description>The trust will buy back shares at a 5% discount to NAV.</description><pubDate>Fri, 11 Sep 2026 10:46:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484190/lindsell-train-launches-tender-offer-for-up-to-20-of-shares/</guid></item><item><title>Should you buy, hold or fold JPMorgan Global Growth &amp; Income trust?</title><link>http://www.trustnet.com/News/13484060/should-you-buy-hold-or-fold-jpmorgan-global-growth--income-trust/</link><author>Matteo Anelli</author><description>With lead manager Helge Skibeli retiring in 2028, analysts weigh in on whether the £3.3bn trust's team-based process is reason enough to stay put.</description><pubDate>Mon, 07 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484060/should-you-buy-hold-or-fold-jpmorgan-global-growth--income-trust/</guid></item><item><title>The best and worst funds and trusts of August 2026</title><link>http://www.trustnet.com/News/13483715/the-best-and-worst-funds-and-trusts-of-august-2026/</link><author>Gary Jackson</author><description>Gold funds returned to the top of the performance tables in August when the precious metal rallied on a mix of geopolitical worries.</description><pubDate>Tue, 01 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483715/the-best-and-worst-funds-and-trusts-of-august-2026/</guid></item><item><title>Managers err on the side of caution amid mounting uncertainty over US debt</title><link>http://www.trustnet.com/News/13483530/managers-err-on-the-side-of-caution-amid-mounting-uncertainty-over-us-debt/</link><author>Emmy Hawker</author><description>Rather than rushing for the extra income, many are looking at shorter duration bonds or other markets entirely.</description><pubDate>Mon, 31 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483530/managers-err-on-the-side-of-caution-amid-mounting-uncertainty-over-us-debt/</guid></item><item><title>Four funds for a market ‘boom’</title><link>http://www.trustnet.com/News/13483500/four-funds-for-a-market-boom/</link><author>Jonathan Jones</author><description>After stagflation, professionals believe a ‘boom scenario’ of above-trend growth and inflation is the next most likely future environment in markets.</description><pubDate>Fri, 28 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483500/four-funds-for-a-market-boom/</guid></item><item><title>A new wave or the usual suspects: Fund managers reveal their AI plays</title><link>http://www.trustnet.com/News/13482447/a-new-wave-or-the-usual-suspects-fund-managers-reveal-their-ai-plays/</link><author>Emmy Hawker</author><description>Three years into the AI build-out, managers say there is still plenty of room to run.</description><pubDate>Tue, 11 Aug 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482447/a-new-wave-or-the-usual-suspects-fund-managers-reveal-their-ai-plays/</guid></item><item><title>Forvis Mazars tilts model portfolios away from US tech and UK stocks</title><link>http://www.trustnet.com/News/13482073/forvis-mazars-tilts-model-portfolios-away-from-us-tech-and-uk-stocks/</link><author>Gary Jackson</author><description>Meanwhile, gold moved from an underweight to a neutral position while government bond exposure increased.</description><pubDate>Mon, 10 Aug 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482073/forvis-mazars-tilts-model-portfolios-away-from-us-tech-and-uk-stocks/</guid></item><item><title>Buy this global equity income fund after a tough six months, suggest fund pickers</title><link>http://www.trustnet.com/News/13481421/buy-this-global-equity-income-fund-after-a-tough-six-months-suggest-fund-pickers/</link><author>Emmy Hawker</author><description>Manager Stuart Rhodes’ long-term investment philosophy struggled in the first half of 2026.</description><pubDate>Thu, 30 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481421/buy-this-global-equity-income-fund-after-a-tough-six-months-suggest-fund-pickers/</guid></item><item><title>The mixed-asset funds attracting the most and least money in H1 2026</title><link>http://www.trustnet.com/News/13481343/the-mixed-asset-funds-attracting-the-most-and-least-money-in-h1-2026/</link><author>Matteo Anelli</author><description>Baillie Gifford and Orbis strategies had the largest inflows between January and June this year.</description><pubDate>Tue, 28 Jul 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481343/the-mixed-asset-funds-attracting-the-most-and-least-money-in-h1-2026/</guid></item><item><title>The mixed-asset funds investors bought most in 2025: Winners and laggards in 2026</title><link>http://www.trustnet.com/News/13481222/the-mixed-asset-funds-investors-bought-most-in-2025-winners-and-laggards-in-2026/</link><author>Matteo Anelli</author><description>Trustnet looks at the 13 mixed-asset funds that took in the most new money last year and how they've performed so far in 2026.</description><pubDate>Mon, 27 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481222/the-mixed-asset-funds-investors-bought-most-in-2025-winners-and-laggards-in-2026/</guid></item><item><title>The cheapest active global funds delivering the best long-term returns</title><link>http://www.trustnet.com/News/13481089/the-cheapest-active-global-funds-delivering-the-best-long-term-returns/</link><author>Emmy Hawker </author><description>Investors don’t always need to pay high fees for top performance.</description><pubDate>Thu, 23 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481089/the-cheapest-active-global-funds-delivering-the-best-long-term-returns/</guid></item><item><title>St. James’s Place switches from active to systematic investing in income fund</title><link>http://www.trustnet.com/News/13481046/st-jamess-place-switches-from-active-to-systematic-investing-in-income-fund/</link><author>Jonathan Jones</author><description>Acadian will replace Ninety One in the fund after a period of weak performance.</description><pubDate>Wed, 22 Jul 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481046/st-jamess-place-switches-from-active-to-systematic-investing-in-income-fund/</guid></item><item><title>The cheapest active multi-asset funds delivering the best returns</title><link>http://www.trustnet.com/News/13480384/the-cheapest-active-multi-asset-funds-delivering-the-best-returns/</link><author>Emmy Hawker </author><description>Sometimes investors don’t need to pay high fees for top performance.</description><pubDate>Tue, 14 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480384/the-cheapest-active-multi-asset-funds-delivering-the-best-returns/</guid></item><item><title>The most consistent multi-asset funds over three years still going strong in 2026</title><link>http://www.trustnet.com/News/13480280/the-most-consistent-multi-asset-funds-over-three-years-still-going-strong-in-2026/</link><author>Emmy Hawker</author><description>Strategies from Vanguard, Aegon and more have logged consecutive first-quartile returns in their sector.</description><pubDate>Fri, 10 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480280/the-most-consistent-multi-asset-funds-over-three-years-still-going-strong-in-2026/</guid></item><item><title>Emerging markets, Artemis and AI: The funds that investors couldn't keep their eyes off in 2026's first half</title><link>http://www.trustnet.com/News/13479846/emerging-markets-artemis-and-ai-the-funds-that-investors-couldnt-keep-their-eyes-off-in-2026s-first-half/</link><author>Gary Jackson</author><description>Trustnet's factsheet data shows investors moving away from mainstream sectors and towards emerging markets, value strategies and funds with AI exposure.</description><pubDate>Tue, 07 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479846/emerging-markets-artemis-and-ai-the-funds-that-investors-couldnt-keep-their-eyes-off-in-2026s-first-half/</guid></item><item><title>The AI trade that doesn’t require you to pick a winner</title><link>http://www.trustnet.com/News/13479468/the-ai-trade-that-doesnt-require-you-to-pick-a-winner/</link><author>Emmy Hawker</author><description>Orbis manager Alec Cutler explains why he is focused on the unloved ‘picks and shovels’ in Pennsylvania and why he is still holding TSMC despite the geopolitical risk.</description><pubDate>Wed, 01 Jul 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479468/the-ai-trade-that-doesnt-require-you-to-pick-a-winner/</guid></item><item><title>America at 250: Are trust managers backing the world's dominant stock market?</title><link>http://www.trustnet.com/News/13479439/america-at-250-are-trust-managers-backing-the-worlds-dominant-stock-market/</link><author>Gary Jackson</author><description>There are questions over how long US dominance can continue.</description><pubDate>Tue, 30 Jun 2026 15:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479439/america-at-250-are-trust-managers-backing-the-worlds-dominant-stock-market/</guid></item><item><title>After a decade of dominance, large-caps face a more level playing field</title><link>http://www.trustnet.com/News/13479383/after-a-decade-of-dominance-large-caps-face-a-more-level-playing-field/</link><author>Emmy Hawker</author><description>Valuation gaps, governance reform and shifting capital flows are reshaping expectations across global regions.</description><pubDate>Tue, 30 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479383/after-a-decade-of-dominance-large-caps-face-a-more-level-playing-field/</guid></item><item><title>The cheapest investment trusts relative to their own history</title><link>http://www.trustnet.com/News/13479337/the-cheapest-investment-trusts-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>More than 20 investment trusts are on discounts more than 10 percentage points wider than their five-year average.</description><pubDate>Tue, 30 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479337/the-cheapest-investment-trusts-relative-to-their-own-history/</guid></item><item><title>‘I'd slap myself for saying this’: Why this multi-asset manager feels safer in Mexico than France</title><link>http://www.trustnet.com/News/13479150/id-slap-myself-for-saying-this-why-this-multi-asset-manager-feels-safer-in-mexico-than-france/</link><author>Matteo Anelli</author><description>Overvaluation in developed markets is counterintuitively pushing Vontobel into emerging markets.</description><pubDate>Thu, 25 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479150/id-slap-myself-for-saying-this-why-this-multi-asset-manager-feels-safer-in-mexico-than-france/</guid></item><item><title>AI in investing: more consensus, less insight</title><link>http://www.trustnet.com/News/13477706/ai-in-investing-more-consensus-less-insight/</link><author>Orbis Investments</author><description>Orbis argues that as AI tools amplify shared narratives and accelerate sentiment cycles, the ability to hold positions that differ from consensus before it shifts is becoming the defining edge in active management.</description><pubDate>Wed, 24 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477706/ai-in-investing-more-consensus-less-insight/</guid></item><item><title>Orbis’ Alec Cutler: The UK has engineered its own energy crisis</title><link>http://www.trustnet.com/News/13479021/orbis-alec-cutler-the-uk-has-engineered-its-own-energy-crisis/</link><author>Emmy Hawker</author><description>The manager is concerned that an Ed Miliband chancellorship would deepen the UK’s energy insecurity and strangle North Sea oil and gas producers.</description><pubDate>Tue, 23 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479021/orbis-alec-cutler-the-uk-has-engineered-its-own-energy-crisis/</guid></item><item><title>The cheapest and most expensive investment trust sectors relative to their own history</title><link>http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>Trustnet looks at the average discounts and premiums across the trust universe.</description><pubDate>Mon, 22 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/</guid></item><item><title>The fund that's held AI winners through the rally and is now conflicted about selling</title><link>http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/</link><author>Matteo Anelli</author><description>Brunner's Julian Bishop on why the trust sits between two ideological extremes.</description><pubDate>Fri, 19 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/</guid></item><item><title>After the IPO: SpaceX is a great company – but is it a great investment?</title><link>http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/</link><author>Emmy Hawker</author><description>The public listing has confirmed SpaceX’s dominance, but its valuation demands flawless execution.</description><pubDate>Thu, 18 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/</guid></item><item><title>Why resilience matters more than prediction in today’s markets</title><link>http://www.trustnet.com/News/13477705/why-resilience-matters-more-than-prediction-in-todays-markets/</link><author>Orbis Investments</author><description>Orbis portfolio managers Alec Cutler and Mark Dunley-Owen set out why some of the most resilient opportunities today sit in places many investors have overlooked or avoided.</description><pubDate>Wed, 17 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477705/why-resilience-matters-more-than-prediction-in-todays-markets/</guid></item><item><title>Should responsible investors own cement companies?</title><link>http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/</link><author>Orbis Investments</author><description>Orbis explains how a hard-to-abate cement producer became one of its more instructive responsible investing case studies in 2024.</description><pubDate>Mon, 15 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/</guid></item><item><title>The longest-reigning mixed-asset funds</title><link>http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/</link><author>Matteo Anelli</author><description>Trustnet highlights the go-anywhere funds that have maintained a maximum FE fundinfo Crown rating for the most part of the past decade.</description><pubDate>Mon, 15 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/</guid></item></channel></rss>