Contrarian Investing

News & Research

Why value funds should be part of every investor's portfolio

Gary Jackson

07 July 2026

Charles Stanley Direct's Rob Morgan argues that blending value and growth styles builds a more resilient portfolio.

The AI trade that doesn’t require you to pick a winner

Emmy Hawker

01 July 2026

Orbis manager Alec Cutler explains why he is focused on the unloved ‘picks and shovels’ in Pennsylvania and why he is still holding TSMC despite the geopolitical risk.

AI in investing: more consensus, less insight

Orbis Investments

24 June 2026

Orbis argues that as AI tools amplify shared narratives and accelerate sentiment cycles, the ability to hold positions that differ from consensus before it shifts is becoming the defining edge in active managem…

Orbis’ Alec Cutler: The UK has engineered its own energy crisis

Emmy Hawker

23 June 2026

The manager is concerned that an Ed Miliband chancellorship would deepen the UK’s energy insecurity and strangle North Sea oil and gas producers.

Why resilience matters more than prediction in today’s markets

Orbis Investments

17 June 2026

Orbis portfolio managers Alec Cutler and Mark Dunley-Owen set out why some of the most resilient opportunities today sit in places many investors have overlooked or avoided.

Should responsible investors own cement companies?

Orbis Investments

15 June 2026

Orbis explains how a hard-to-abate cement producer became one of its more instructive responsible investing case studies in 2024.

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