12/15/2023 0 Comments Orbis global managed fundOrbis Investment Advisory Limited provides advice on Investments to the Manager. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Micron Technology Inc. The Global Equity Fund is managed by Orbis Investment Management Limited. We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. The overall top three funds holding MU on were:įind out the full Top 10 Hedge Funds Holding MU This is situated at the lower end of the medium carbon risk band, suggesting that its portfolio. Allan Grays offshore investment partner, Orbis Investment. We found that between these two periods, funds increased their holdings by 2,144,305 shares in the aggregate, from 257,686,663 up to 259,830,968 for a share count increase of approximately 0.83%. Orbis Global Equity (Aust Registered) has a 12-month asset-weighted Carbon Risk Score of 11.6. The Fund invests in a mix of equity, absolute return and multi-asset class funds managed by. We then compared that number to the sum total of MU shares those same funds held back at the period, to see how the aggregate share count held by hedge funds has moved for MU. Orbis Global Equity retains an experienced senior team, but it significantly changed its portfolio management structure in early 2022, which recognised process-related issues around global ideas. The latest fund information for Orbis Global Balanced Fund Investor Shares, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Managed Funds 22,000 28 3 Insurance Companies 17,000 22 4 Foreign Exchange. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the MU share count in the aggregate among all of the funds which held MU at the reporting period (out of the 4,576 we looked at in total). figure 2.2 Value of assets under global fund. Worth noting is that Ergoteles LLC, included in this recent batch of 13F filers, exited MU common stock as of. In terms of shares owned, we count 10 of the above funds having increased existing MU positions from to, with 13 having decreased their positions and 1 new position. The Fund is a feeder fund and invests only in the Orbis Global Equity Fund, managed by Allan Gray’s offshore investment partner, Orbis Investment Management Limited. Public Employees Retirement Association of ColoradoĭZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main Below, let's take a look at the change in MU positions, for this latest batch of 13F filers: These include cash, cash equivalents, government bonds and investment-grade and high-yield corporate bonds and, at times, distressed corporate bonds.Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. However, which may present relative value in the long term.įurthermore, to increase the overall risk-adjusted return, fixed-income instruments are used. Performance charts for Orbis SICAV - Global Balanced Fund (ORBGBSR) including intraday, historical and comparison charts, technical analysis and trend lines. The Fund applies this unique investment approach and contrarian philosophy to provide investors with the potential for capital growth and income through a portfolio of global companies. The Funds objective is to seeking to balance capital appreciation, income generation and risk. This long-term perspective enables them to buy shares shunned by the stock market because of their unexciting/poor short-term prospects. Orbis has been applying the same fundamental, long-term and contrarian investment philosophy to managing investments since its inception. Allan Gray Orbis Global Balanced Feeder Fund is a fund of funds incorporated in South Africa. Like Allan Gray, Orbis uses in-house research to identify companies whose shares are underpriced based on their long-term intrinsic value. The bottom-up approach guides the weighting among the asset classes and the selection of securities across asset classes. Pricing and trading of the fund's units are completed daily in Rands. Returns are likely to be less volatile than those of a global equity-only fund. The net equity exposure is balanced between 40% and 75% to achieve this objective. The Orbis Global Balanced Fund aims to balance investment returns and risk of loss.
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