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An overview of the content

Finding opportunities in surprises.

The issues of bushfires have quickly been overtaken by virus alerts globally.  This reinforces the fact that you cannot know what lies ahead and, perhaps more importantly, you cannot know which events will matter when it comes to investing – to attempt to do so is a fool’s folly. Assessing valuation then buying assets for much less than they are worth is your best weapon. 

Join us at our Investment Forum and hear directly from Allan Gray Managing Director and Chief Investment Officer, Simon Mawhinney, together with Orbis’ Investment Director, Charles Dalziell, who will cover the outlooks for their respective portfolios. They will also look at how these times of surprise and uncertainty can throw up great opportunities for contrarian investors.