You might not have heard of Orbis before - they’re quite new to the UK retail market – but their impressive 28-year track recordof delivering returns for institutions, pensions and high net worth individuals is definitely worthy of your attention.
Could their approach work for you?
Some find Orbis’ long-term and contrarianinvestment approach too different, and therefore challenging, but it might be right for you and your clients.
- Do you believe that to outperform you have to invest differently?
Orbis looks for ideas in unpopular and ignored areas, digs deep into company fundamentals and aims to capitalise on short-term noise. Privately owned, their independence allows them to stand by their convictions so that your clients can benefit over the long term.
- Do you agree that fees shouldn’t be paid when a fund underperforms?
Orbis puts their money where their mouth is. A unique refundable fee structure means they’re only paid when they outperform the benchmark, and actually refund fees if they don’t.So their success depends on creating value for your clients.
You can access their two retail funds on most major platforms
They believe in doing only a few things, but doing them well. Their two highly-rated Orbis OEIC Global Equity and Balanced Funds launched in 2014 are now available on most major platforms
Shared interests, shared success
Orbis believes in the value of good independent advice and looks to serve clients in partnership with financial advisers who aren’t looking for the usual solutions and who appreciate the value of long-term investing, done differently.
For more information on how the Orbis difference can benefit your clients, don’t hesitate to contact your local Orbis representative, or visit their website.
As you know, past performance is not a reliable indicator of future results.
