Stability of income is key in today’s lower for longer environment, and could be combated by a contrarian investment approach which takes opportunistic leaps into particular equities. This strategy enables Allan Gray to minimise volatility tradi....
In this Market Update series from Orbis Investments, investment team member Graeme Forster discusses where he’s currently looking for value and why stable, predictable businesses are no longer the places to find it. Graeme also explores....
In a two-part conversation with Vanessa Stoykov, Jason Kim of Nikko Asset Management, explores the concept of value – what it is, how to access it and the role patience plays in assisting investors to realise value. Part one sees Jason make the ....
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