Orbis
Orbis Japan Equity
Japan
Dec 2024 → Dec 2025
Our archive holds 5 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years — follow all of Orbis for every strategy.
Its investment theses
- Sumitomo Electric IndustriesJun 2025Sumitomo Electric Industries is currently facing short-term tariff uncertainty in the auto sector but is well-positioned for long-term growth due to rising electrical content in vehicles and expanded earnings in its Environment & Energy and Info-communications businesses.
- Mitsubishi Estate CorporationMar 2025Mitsubishi Estate Corporation is a compelling investment opportunity due to its undervalued real estate portfolio in Tokyo, strong potential for shareholder returns, and improving capital allocation under new leadership.