Contrarian Investing

News & Research

Are investors navigating emerging markets with an outdated map?

Orbis Investments

27 May 2026

With valuations depressed and many historical risks already reflected in prices, investors who have steadily reduced emerging markets exposure over the past 15 years may be carrying more implicit risk than they…

Cheap, changing and under-owned: The case for emerging markets today

Orbis Investments

20 May 2026

From South Korea's corporate governance reforms to currencies priced well below our view of their long-term fair value, the fundamentals underpinning emerging markets have shifted considerably, even if most por…

The global equity funds with the highest correlations to value investing

Gary Jackson

20 May 2026

Trustnet scours the IA Global sector for the funds with the highest correlation to the MSCI AC World Value index.

Growth vs value: The one region where growth is still winning

Gary Jackson

22 April 2026

Strip out US mega-cap technology stocks and the track record for growth investing largely falls apart, with value leading across Latin America, Europe, Asia and most of the developed world over the past five ye…

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…

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