During our in-depth exploration of the investment landscape, we often uncover interesting and challenging data anomalies.
In each three-minute episode of our ‘Why Axis’ video series, our investment specialists will use charts to provide you with unique and interesting content that you can share with your clients.
We’ve just released our first edition, ‘Narrow markets and winning portfolios’, which explores the small number of stocks driving the global sharemarket and reinforces why price matters – it’s certainly food for thought. You will definitely be a ‘FOMOsapien’ if you don’t press play now!
Please don’t hesitate to share your feedback with us, including any subjects you would like to see covered in future editions, and simply contact your local business development manager to let us know your thoughts.
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Eric Marais joined Orbis in 2013 and is an Investment Specialist and Head of Clients – Australia. Based in Sydney, Eric is primarily responsible for servicing institutional and retail clients in the Australian market. Prior to his move to Australia in 2023, Eric held client-facing responsibilities for Orbis in the US, and prior to that spent 8 years in Orbis’ US investment team analysing stocks across all sectors. Before joining Orbis, Eric worked as an investment analyst at Allan Gray Proprietary Limited, Orbis’ sister company in Cape Town, and as a management consultant at McKinsey & Company. Eric holds a Bachelor of Science in Engineering (Electrical) from the University of Cape Town and is a CFA® Charterholder.
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Equity Trustees Limited ABN 46 004 031 298, AFSL No. 240975 is the issuer of units in the Allan Gray Australia managed investment funds (Allan Gray Funds) and units in the Orbis Global managed investment funds domiciled in Australia (Orbis Funds).
Past performance is not a reliable indicator of future performance. There are risks involved with investing and the value of your investments may fall as well as rise. This represents Allan Gray Australia Pty Limited and Orbis Investment Advisory Pty Limited’s view at a point in time and may provide reasoning or rationale on why we bought or sold a particular security for the Allan Gray or Orbis Funds or our clients. We may take the opposite view/position from that stated, as our view may change. This article constitutes general advice or information only and not personal financial product, tax, legal, or investment advice. It does not take into account the specific investment objectives, financial situation or individual needs of any particular person and may not be appropriate for you. Before deciding to acquire an interest in the Allan Gray or Orbis Funds, or before making any other investment decision, please read the relevant disclosure document available on this website. We have tried to ensure that the information here is accurate in all material respects, but cannot guarantee that it is. Target Market Determinations (TMDs) for the Allan Gray products can be found at allangray.com.au/PDS-TMD-documents, while TMDs for the Orbis Funds can be found at www.orbis.com.au on the 'Forms' page under 'How to Invest'. Each TMD sets out who an investment in the relevant Allan Gray or Orbis product might be appropriate for and the circumstances that trigger a review of the TMD.
You should consider such funds’ Product Disclosure Statement (PDS) or Information Memorandum (IM), as applicable, before acquiring or disposing units in such funds’. The PDS or IM can be obtained from www.orbis.com.au and www.allangray.com.au.
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Eric Marais joined Orbis in 2013 and is an Investment Specialist and Head of Clients – Australia. Based in Sydney, Eric is primarily responsible for servicing institutional and retail clients in the Australian market. Prior to his move to...
Eric Marais joined Orbis in 2013 and is an Investment Specialist and Head of Clients – Australia. Based in Sydney, Eric is primarily responsible for servicing institutional and retail clients in the Australian market. Prior to his move to...