MONEY MASTERS

Orbis: Global Equity Fund

Ben Preston. director Orbis Investment Advisory

The Orbis Global Equity Fund provides investors the opportunity to access global shares which are priced significantly below their fair value, which can help investors to generate a return and reduce risk over the long-term. In this Money Masters course, Ben Preston explains what a contrarian investment philosophy is, as well as the fee structure behind the Orbis Global Equity Fund and what kind of investor it’s best suited to.

What you'll learn /

The Orbis Global Equity Fund masterclass with Ben Preston will give you insights into:

 

What is a contrarian investment philosophy
The types of investors best suited to the Orbis Global Equity Fund
The flexible nature behind Orbis’s investment approach
The fund’s fee structures

About the expert /

Ben Preston /

director Orbis Investment Advisory


Ben Preston is a director of Orbis Investment Advisory. He joined Orbis in 2000 and his primary responsibility is researching global equities in the consumer and financial sectors. Ben completed his MA (Hons) in Mathematical Sciences at Oxford in 1998 and is CFA charter holder.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Snapshot

Ben Preston is a director of Orbis Investment Advisory. He joined Orbis in 2000 and his primary responsibility is researching global equities in the consumer and financial sectors. Ben completed his MA (Hons) in Mathematical Sciences at Oxford in 1998 and is a CFA charterholder.

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01.
OVERVIEW

Fund philosophy

The Orbis Global Equity Fund is underpinned by a contrarian investment philosophy that the group has tried and tested globally for over 40 years and which has been applied to the fund for 25 years.

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02.

Understanding global equities

Investing globally provides the Orbis Global Equity Fund with the freedom to vary from the benchmark index in order to access the best opportunities around the globe.

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03.

Competitive advantage

A contrarian investment approach means the Orbis Global Equity Fund is willing to be different from the stock market overall and as a result, the way the fund looks at risk is also different.

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04.

The team

Selecting people who are in the very early stages of their investment careers allows Orbis to indoctrinate them in the group’s contrarian investment approach.

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05.
STRUCTURE AND OBJECTIVES

Unique aspects of the fund

You can’t expect to outperform the market if you’re doing the same thing as everyone else. Orbis goes against the crowd when investing and selects companies that are undervalued yet offer long-term performance.

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06.

How we invest money

Orbis takes a simple approach, investing just in shares without doing a lot of options and derivatives.

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07.
BEST SUITED FOR

The ideal investor

The Orbis Global Equities Fund is appropriate for investors who want access to global stock markets and have a long term investment horizon.

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08.

Fees and returns

The fee structure for the Orbis Global Equity Fund changes based on whether the fund outperforms or underperforms the market in any given year.

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09.

Test yourself /