Sep 14, 2023
Today's sponsored insight is with Adam Karr, the President and Portfolio Manager at Orbis, a $35 billion global equity manager founded in 1989 by legendary Fidelity alum Allan Gray. Orbis blends unique business practices with a long-term intrinsic value investment model designed to invest differently.
Our conversation dives into Orbis’ business practices intended to
create alignment, including a fee structure with rebates and a
permanent ownership model. We then go through the investment
approach that features thirty-five analyst shadow portfolios to
bring data and independent thinking to portfolio construction.
Orbis’ model has rich lessons for managers and allocators
alike.
For full show notes, visit the episode webpage here.
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