Our portfolio construction process has always been designed to position the Orbis Funds where we believe the concentrations of fundamental value lie.
A Bermuda-based portfolio construction team, is responsible for determining how capital is allocated among the ideas of our selected analysts.
Portfolio construction should not be misinterpreted as second-guessing the selected analysts’ ideas but instead aims to ensure that their strongest ideas are appropriately represented in the portfolio. In doing so, it seeks to combine the strongest stock ideas into a portfolio that also reflects broader market and portfolio-level considerations, and also receives input from our risk and currency analysts. In aggregate, the portfolio represents what we believe is the best implementation of the best ideas of our selected analysts.
Our performance attribution system enables us to apply the principle of individual accountability throughout our investment process.
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