Rethinking portfolios for a new market reality

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In episode three of The Contrarian View, Orbis’ Nicola Dormehl and Rob Perrone discuss what contrarian investing truly demands: humility, discipline and the willingness to adapt when the facts change.

3 Feb English United Kingdom Business · Investing

The road less travelled: Finding value where others aren’t looking

From cinemas nobody wanted, to ‘uninvestable’ China, and Icelandic bonds scarred by the Global Financial Crisis, Orbis’ Rob Perrone and Mark Dunley-Owen highlight why taking the road less travelled can lead to compelling contrarian opportunities.

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The courage to disagree

Ever wondered what it takes to go against the grain? The Contrarian View podcast uncovers how the professionals put outside-the-box thinking to work.

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Rethinking portfolios for a new market reality

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