Capital Allocators – Inside the Institutional Investment Industry artwork

Adam Karr – Extreme Alignment at Orbis (EP.338)

Capital Allocators – Inside the Institutional Investment Industry

English - September 14, 2023 08:00 - 58 minutes - 40.6 MB - ★★★★★ - 646 ratings
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Previous Episode: Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
Next Episode: Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)

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’ 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’ model has rich lessons for managers and allocators alike.


For full show notes, visit the episode webpage here.


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