Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Adam Karr Extreme Alignment at Orbis (EP.338)

Adam Karr Extreme Alignment at Orbis (EP.338)

Published: Sept. 14, 2023, 8 a.m.

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Today\'s sponsored insight is with Adam Karr, the President and Portfolio Manager at Orbis, a $35 billion global equity manager founded in 1989 by legendary Fidelity alum Allan Gray. Orbis blends unique business practices with a long-term intrinsic value investment model designed to invest differently.


Our conversation dives into Orbis\\u2019 business practices intended to create alignment, including a fee structure with rebates and a permanent ownership model. We then go through the investment approach that features thirty-five analyst shadow portfolios to bring data and independent thinking to portfolio construction. Orbis\\u2019 model has rich lessons for managers and allocators alike.


For full show notes, visit the episode webpage here.


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