﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Wed, 11 Nov 2026 11:01:03 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>Wed, 11 Nov 2026 11:01:03 GMT</pubDate><lastBuildDate>Wed, 11 Nov 2026 11:01:03 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>AVI Global Trust's portfolio at widest discount since past three market crises</title><link>http://www.trustnet.com/News/13488103/avi-global-trusts-portfolio-at-widest-discount-since-past-three-market-crises/</link><author>Gary Jackson</author><description>The gap between what AVI Global Trust's holdings are worth and what the market pays for them has reached levels last seen in the depths of three separate crises.</description><pubDate>Tue, 10 Nov 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13488103/avi-global-trusts-portfolio-at-widest-discount-since-past-three-market-crises/</guid></item><item><title>One fund or trust for investors who can hold for five years</title><link>http://www.trustnet.com/News/13487969/one-fund-or-trust-for-investors-who-can-hold-for-five-years/</link><author>Matteo Anelli</author><description>Asia, India, US mid-caps and AI are among the picks for investors who can wait five years.</description><pubDate>Fri, 06 Nov 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487969/one-fund-or-trust-for-investors-who-can-hold-for-five-years/</guid></item><item><title>These trust managers own Anthropic: What is their strategy ahead of the IPO?</title><link>http://www.trustnet.com/News/13487958/these-trust-managers-own-anthropic-what-is-their-strategy-ahead-of-the-ipo/</link><author>Matteo Anelli</author><description>Managers reveal what SpaceX’s IPO taught them.</description><pubDate>Thu, 05 Nov 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487958/these-trust-managers-own-anthropic-what-is-their-strategy-ahead-of-the-ipo/</guid></item><item><title>AI’s next disruption </title><link>http://www.trustnet.com/News/13487221/ais-next-disruption/</link><author>Darius McDermott</author><description>Chelsea Financial Services’ Darius McDermott asks if investors should be careful about expecting AI to repeat the extraordinary profits of earlier technology shifts.</description><pubDate>Mon, 26 Oct 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487221/ais-next-disruption/</guid></item><item><title>Is AI a bubble or is the best yet to come?</title><link>http://www.trustnet.com/News/13486118/is-ai-a-bubble-or-is-the-best-yet-to-come/</link><author>Orbis Investments</author><description>Whether or not AI is a bubble, investors continue to crowd into the perceived winners and overlooked bargains are becoming harder to find. We believe the most compelling stocks may lie beyond the big names, in companies many have been too quick to dismiss.</description><pubDate>Fri, 23 Oct 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486118/is-ai-a-bubble-or-is-the-best-yet-to-come/</guid></item><item><title>The best-performing funds and trusts of the 2020s – and what they have in common</title><link>http://www.trustnet.com/News/13487117/the-best-performing-funds-and-trusts-of-the-2020s--and-what-they-have-in-common/</link><author>Emmy Hawker</author><description>Funds and trusts focused on AI, commodities and gold have dominated.</description><pubDate>Fri, 23 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487117/the-best-performing-funds-and-trusts-of-the-2020s--and-what-they-have-in-common/</guid></item><item><title>Could today’s boring stocks become tomorrow’s winners? </title><link>http://www.trustnet.com/News/13486117/could-todays-boring-stocks-become-tomorrows-winners/</link><author>Orbis Investments</author><description>As the largest technology companies compete for capital and commit extraordinary sums to AI infrastructure, they are also driving up the cost of capital for everyone else. Meanwhile, less capital-hungry, cash generative businesses are being overlooked. Could today’s boring businesses offer tomorrow’s more attractive opportunities?</description><pubDate>Tue, 20 Oct 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486117/could-todays-boring-stocks-become-tomorrows-winners/</guid></item><item><title>Emerging markets, Artemis and value: The funds that investors are paying more attention to in 2026</title><link>http://www.trustnet.com/News/13486801/emerging-markets-artemis-and-value-the-funds-that-investors-are-paying-more-attention-to-in-2026/</link><author>Gary Jackson</author><description>Artemis Global Income is now the most-researched fund on Trustnet, with Fundsmith Equity down to sixth.</description><pubDate>Thu, 15 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486801/emerging-markets-artemis-and-value-the-funds-that-investors-are-paying-more-attention-to-in-2026/</guid></item><item><title>Not owning Chinese stocks doesn't mean you've avoided China risk, says Scottish Mortgage's Burns</title><link>http://www.trustnet.com/News/13486489/not-owning-chinese-stocks-doesnt-mean-youve-avoided-china-risk-says-scottish-mortgages-burns/</link><author>Matteo Anelli</author><description>Investors holding the likes of Tesla and Apple carry China exposure with little discount priced in.</description><pubDate>Thu, 08 Oct 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486489/not-owning-chinese-stocks-doesnt-mean-youve-avoided-china-risk-says-scottish-mortgages-burns/</guid></item><item><title>The trusts on track for another year at the top of their sector</title><link>http://www.trustnet.com/News/13486111/the-trusts-on-track-for-another-year-at-the-top-of-their-sector/</link><author>Gary Jackson</author><description>As markets move into the final quarter of 2026, Trustnet finds out which trusts were in the top quartile for both 2025 and the year to date.</description><pubDate>Wed, 07 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486111/the-trusts-on-track-for-another-year-at-the-top-of-their-sector/</guid></item><item><title>Fidelity launches Absolute Return Global Equity fund in the UK</title><link>http://www.trustnet.com/News/13484826/fidelity-launches-absolute-return-global-equity-fund-in-the-uk/</link><author>Gary Jackson</author><description>New Oeic gives UK investors access to a strategy that holds more than $1.6bn in its Luxembourg-domiciled form.</description><pubDate>Tue, 29 Sep 2026 10:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484826/fidelity-launches-absolute-return-global-equity-fund-in-the-uk/</guid></item><item><title>The world’s most expensive and cheapest markets</title><link>http://www.trustnet.com/News/13484819/the-worlds-most-expensive-and-cheapest-markets/</link><author>Jonathan Jones</author><description>Trustnet looks at the markets where investors can find a bargain.</description><pubDate>Tue, 29 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484819/the-worlds-most-expensive-and-cheapest-markets/</guid></item><item><title>The MPS ranges with the best Sharpe ratios</title><link>http://www.trustnet.com/News/13484754/the-mps-ranges-with-the-best-sharpe-ratios/</link><author>Gary Jackson</author><description>Trustnet identifies the discretionary model portfolio ranges that have delivered the best risk-adjusted returns over the past three years.</description><pubDate>Mon, 28 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484754/the-mps-ranges-with-the-best-sharpe-ratios/</guid></item><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></channel></rss>