Orbis
Orbis Global Balanced
Global
Sep 2025 → Dec 2025
Our archive holds 2 letters from this strategy and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Orbis for every strategy.
What it bought and sold
That makes us cautious, and we have trimmed these winners accordingly.
Having bought up these businesses over the last six months, healthcare now represents 10% of the portfolio.