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Now is the time to look different from the market

Shane Woldendorp

Orbis

While many investors remain positioned for more of the same – such as being overweight the US market and megacap tech shares – Orbis believes that what worked in the last environment may not work in the next. After all, past performance is no guarantee of future performance. In Allan Gray’s latest Why Axis video, I show you why Orbis believes now is a good time to look markedly different from the market and ensure your client portfolios do too.

Managed Fund
Orbis Global Equity Fund
Global Shares
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1 fund mentioned

Shane Woldendorp
Shane Woldendorp
Orbis

Shane joined Orbis in 2014 and is a member of Orbis’ team of investment counsellors, responsible for servicing Orbis’ institutional clients and investment consultants. He currently focuses on Orbis’ Emerging Markets Equity Strategy, where he acts...

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