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Rob Perrone, Eric Marais & Shane Woldendorp

Rob Perrone, Eric Marais & Shane Woldendorp results

The dangers of being too passive

Investors may be in love with the ‘magnificent seven’ technology stocks, yet the top end of the stock market is notoriously volatile. That’s worth noting for devotees of passive investing, says Orbis Investments.

Rob Perrone, Eric Marais & Shane Woldendorp | 29th Jan 2024 | More
Equity market concentration and the value of spreading across styles

Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations where they are today, that is a concern according to the Orbis team, which says diversification utilizing neglected stocks will be key.

Rob Perrone, Eric Marais & Shane Woldendorp | 15th Jan 2024 | More
Expensive assets suffer most when bubbles burst: Orbis Investments

Since tulipmania, good investment ideas have regularly been turned inside out after being taken to extremes. With 2021 setting all sorts of trading records, this presents an ‘alarming’ trend, especially for passive investors with lazy exposures.

Rob Perrone, Eric Marais & Shane Woldendorp | 7th Dec 2023 | More
The future of value

The recent underappreciation of value stocks has made them an attractive proposition, but knowing the most important metrics to look at when appraising companies is crucial.

Rob Perrone, Eric Marais & Shane Woldendorp | 23rd Nov 2023 | More
Sunrise on Venus: Preparing for the investment environment of the next decade

Using long-term data, Orbis Investments has been able to map out the current investment environment and chart a decade-long path of challenges and opportunities ahead in this pivotal whitepaper. 

Rob Perrone, Eric Marais & Shane Woldendorp | 20th Nov 2023 | More
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