Orbis Global Equity Strategy’s Q2 2026 Investor Letter

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...