Building enduring value in an unpredictable market

Orbis Investments Global markets in 2024 showcased stark contrasts, with a handful of tech titans driving the majority of returns, leaving other sectors overlooked. Such concentrated outperformance highlights the risks of crowded trades and the potential rewards of seeking value beyond the mainstream. A disciplined, research-driven approach focusing on fundamentals can identify opportunities in undervalued segments, while balancing long-term resilience with adaptability remains key to navigating market extremes. For investors, contrarian strategies provide an edge by uncovering overlooked...