Contrarian Investing

News & Research

Where can investors find value in crowded markets?

Orbis Investments

17 April 2026

Orbis examines the impact of market dynamics such as valuations, government debt and geopolitics.

Software stocks at a crossroads: reset or opportunity?

Orbis Investments

31 March 2026

As AI fears drive a sharp sell-off in software shares, many investors are reacting quickly - either rushing for the exits or racing to buy the dip. At Orbis, we take a different approach: patiently weighing fun…

Cheap stocks don’t tend to stay cheap

Orbis Investments

11 February 2026

Orbis Investments looks at over 200,000 data points to find out how valuations change over time.

It’s very difficult to find good stockpickers, says Orbis' Brocklebank

Jonathan Jones

09 February 2026

Orbis’ Dan Brocklebank explains why fund launches are eroding trust and why his firm does not “dilute” managers across different funds.

Discipline in a distracting market

Orbis Investments

22 December 2025

In a year marked by sharp market swings, trade wars, geopolitical tensions and relentless AI headlines, the temptation to react can be overwhelming. But amid the noise, disciplined investing has proved rewardin…

The dangers of imbalance: Inflation, inequality and instability

Alec Cutler

18 December 2025

Globalisation is being rewired as industrial policy and economic security move to the fore. Orbis portfolio manager Alec Cutler examines how applying Maslow’s hierarchy of needs framework to nations can help in…