Orbis Investment Management released its Q4 2025 investor letter for “Orbis SICAV International Equity Fund”. The Strategy reported a positive year in 2025, with returns driven more by stock-specific research rather than post-pandemic valuation rebounds. A copy of the letter can be downloaded here. The letter attributes performance to disciplined bottom-up investing and improved execution across several portfolio holdings. It also notes that rising global government debt supports the case for equities as core real assets, with non-US markets offering especially attractive valuations....
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