Orbis Investment Management, an investment management company, released its Q3 2026 investor letter for “Orbis Global Equity Strategy”. The MSCI All Country World Index has outperformed expectations with a 20% annual return since December 2022, sharply contrasting with the typical 7–8% investors anticipate over the long term. This high risk appetite is evident in narrow credit spreads in the bond market. However, such conditions pose risks for investors seeking returns, particularly as...
Orbis Global Equity Strategy’s Q3 2026 Investor Letter
