Watch this space for further details of the agenda and speakers as they are confirmed. Orbis Investment Management Ltd Orbis House 25 Front Street Hamilton HM. Speakers will include former MoneyWeek editor-in-chief Merryn Somerset Webb, now a senior columnist with Bloomberg John Stepek, MoneyWeek’s former executive editor and now senior reporter at Bloomberg and the magazine’s regular commentator Max King. Currency exposure is managed relative to that of MSCI Emerging Markets Index. Performance charts for Orbis OEIC - Global Equity Fund (ORBGEFF) including intraday, historical and comparison charts, technical analysis and trend lines. Finally, a panel on property markets, both commercial and residential, will assess where we are in the property cycle. So where might investors find fast growth in developed markets, or on a worldwide scale? That will be the subject of the next panel. Assistant editor Cris Heaton has assembled several specialists to help investors find promising prospects in exotic locations.Įmerging markets are a source of rapid economic growth, but not everybody can stomach the risk that comes with them. His speech will be followed by a panel exploring the most promising emerging markets. We expect James to give his assessment of the global backdrop and its implications for asset allocation. Prior to joining Orbis, she worked at Deloitte Consulting in Toronto as a management consultant for North American asset management and financial services firms. She currently co-leads the firm’s people initiatives. We’re interested in long-term potential, rather than short-term performance, and our team of 60+ investment professionals focus on unearthing companies trading for less than they are worth, rather than timing market trends. Anne joined Orbis in 2010 and is a Director of Orbis Holdings Limited and Orbis Investment Management Limited. There follows a keynote speech by renowned investment strategist James Montier, whose incisive and comprehensive overviews of the financial landscape have featured regularly in MoneyWeek over the years. At Orbis, we have been confidently investing in unpopular or ignored stocks for over 30 years. Orbis Investment Management Ltd Orbis House 25 Front Street Hamilton. Commodities, as panellist Bill Dinning of Waverton Investment Management points out, look undervalued relative to stocks, which provides scope for higher prices. Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. His speech, New World Disorder, will explore the geopolitical backdrop and its implications for investors’ portfolios.Īfter a coffee break, another panel will examine the energy transition and the implications for commodities markets. MoneyWeek’s editor Andrew van Sickle will make an introductory speech gauging the outlook and introducing the agenda, which will kick off with our first keynote speaker, Alexander Chartres, Investment Director at Ruffer. This conference has therefore gathered some of the finest minds in finance to help you shield and build your portfolio. To make matters worse, globalisation has gone into reverse, the Ukraine war shows no sign of ending, and there are fears that China could invade Taiwan.Īll this means it has rarely been more difficult to preserve and build wealth. Most developed economies, notably the UK, are growing at a glacial pace, if at all. Inflation is uncomfortably high, with core inflation (excluding volatile food and energy prices) still elevated, especially in the UK. So it looks as though we are facing an era of stagflation. Buffett said last month that he knew of ''no self-interests'' related to the deal.Markets have stabilised this year after one of the worst years for both stocks and bonds on record. Orbis Investment Management (U.S. Orbis Investment Management Limited (licensed to conduct investment business by the Bermuda Monetary Authority) Fact Sheet at 31. When making an investment in the Funds, an investor’s capital is at risk. Returns may decrease or increase as a result of currency fluctuations. Buffett's investment conglomerate, has drawn criticism from some shareholders concerned that Clayton may be selling the company at a discount to join Mr. Orbis Fund share prices fluctuate and are not guaranteed. The Clayton Family Foundation and the chairman, James Clayton, own 28 percent of the company's outstanding shares, according to Orbis, which has more than $2 billion under management.Ĭlayton's April agreement with Berkshire Hathaway Inc., Mr. It wants the Delaware Chancery Court to force Clayton to hold a shareholders' meeting so investors can vote on a proposal that mergers be approved by a majority of independent stockholders, Orbis said in a statement. Buffett's $1.7 billion purchase of Clayton Homes Inc., a mobile-home maker in which Orbis has a 5 percent stake. Orbis Investment Management Ltd., a Bermuda-based money manager, asked a Delaware court yesterday to help it block Warren E.
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