Orbis Investment Management, an investment management company, released its Q2 2026 investor letter for “Orbis Global Equity Strategy”. In the first half of 2026, the Global Equity Strategy returned 19.9%, surpassing the MSCI All Country World Index by 7.8%. The market faced narrow breadth in the quarter. The strategy focuses on AI investments categorized into four groups: “Core” (direct exposure), “Enablers” (supporting businesses), “AI Powered” (companies enhanced by AI), and...
Orbis Global Equity Strategy’s Q2 2026 Investor Letter
