Last month, we walked through valuation and fundamental measures for the Orbis Global Equity Fund, highlighting a few “clusters” of ideas. We believe that perspective is important.
- To assess a portfolio’s return prospects, looking at fundamental and valuation metrics is vital
- But to assess a portfolio’s risk, another angle is also useful: how our holdings behave.
- For this, we turn to our Quantitative analysis team, who use proprietary technology and objective research to help us better understand the risks in the portfolios.
