How does Orbis find opportunities in turbulent markets?

How does Orbis find opportunities in turbulent markets?

Orbis Investments

Orbis Investments’ Ben Preston discusses how investment opportunities have evolved since the market crash in March 2020.

Stockmarkets have been very strong since the crash in March and there has been a huge disparity between the ‘haves’ and the ‘have nots’. Companies that have been on the right side of the changes that we have all experienced in our daily lives— often those in the digital space such as home shopping and so forth— have seen their earnings propelled upwards.

Other companies, operating in the more traditional ‘real’ economy have seen their earnings decline. At the same time the monetary stimulus that has happened this year has disproportionately benefited growth companies that have earnings streams stretching far into the future, and so it has raised the valuations even further on those companies.

It’s been a real double whammy between those high-growth tech companies that have done fantastically well, and a lot of other companies that have been left behind.

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