Time for a sunset ready portfolio
Despite the challenges, diversifying your portfolio and embracing value stocks and assets primed for success in an era of higher inflation, can yield significant investment rewards.
As contrarian, value-oriented bottom-up stockpickers, we have sought exposure to assets that could perform well in various environments, including stagflation. Within our Global Balanced Fund, our equity exposure spans dozens of stocks that we believe offer better value than overpriced world markets, providing resilience in the upcoming decade. Instead of passive bond market exposure, our portfolio comprises assets capable of weathering stagflation, such as inflation-linked bonds, gold, underappreciated corporate bonds, and cash. We are happy to be different from our benchmark1 and peers2; it’s an approach that has served us well. Since inception, the Fund has outperformed its benchmark, and is ranked in the top five among its peers.3
As Venus continues to turn, we believe we are just getting started. While many investors fear sunset, we are looking forward to the new dawn.
To find out more about our analysis and how you can prepare your portfolio for a new day, click here to download and read our full white paper.
1 Benchmark - 60% MSCI World Index and 40% JP Morgan Global Government Bond Index hedged into British Pounds (“JPM GBI”), (together, “60/40 Index”)
2 Peer Group - Investment Association Mixed Investments 40-85% Shares Category
3 Source: Morningstar as at 31 August 2023
Disclaimer
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This communication does not constitute an offer, solicitation or recommendation to buy, sell or hold any interests, shares or other securities in the companies mentioned in it. Orbis has not considered the suitability of this investment against your individual needs and risk tolerance. You must not rely upon this communication or any part of it as investment advice and Orbis does not assume and will not accept responsibility or liability (whether arising in contract, tort, negligence or otherwise) for any error, omission, loss or damage (whether direct, indirect, consequential or otherwise) in connection with the information in this communication and disclaims any such liability to the maximum extent permitted by law. This communication represents Orbis' view at the date stated and may provide reasoning or rationale on why we bought or sold a particular security for a fund. We may take a different/the opposite view/position from that stated. This is because our view may change as facts or circumstances change. This communication has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Entities and employees of Orbis are not subject to restrictions on dealing in relevant securities ahead of the dissemination of this review. Past performance is not a reliable indicator of future results. When investing your capital is at risk.
