The best ways to get in touch with Orbis Investment Management is to either email the firm at or call (415) 489-3600. Opening an Account With Orbis Investment Management However, Orbis Investment Management abides by fiduciary duty, which legally binds it to act in clients’ best interests at all times.Īccording to its SEC-filed Form ADV, Orbis Investment Management doesn’t have any disclosures on its legal and regulatory record. Performance-based fees are generally regarded as a potential conflict of interest, as they can incentivize managers to take risks in pursuit of greater returns. These charges typically only come into play if the performance of its investments outpace a preset benchmark. Orbis includes performance-based fees in its fee schedule. So if you’re an individual looking for a financial plan, try SmartAsset’s matching tool to find appropriate advisors in your area. Additionally, the firm does not work directly with individuals. There are performance-based fees as well.Īs a hedge fund, Orbis Investment Management is not a traditional financial advisor firm that offers financial planning services. On the other hand, Orbis Investment Management receives a management fee from the fund that ranges from 0% to 7%, with the exact rate chosen based on the fund’s overall return levels. Equity Fund can vary from 0.20% to 0.75% depending on the fee class you subscribe to and the performance of the hedge fund. The base fee you’ll pay to invest in Orbis’ Institutional U.S. In an attempt to mitigate risk and volatility, Orbis looks to invest in companies that its proprietary research uncovers as undervalued by the larger market. The firm understands that this type of approach may result in higher levels of volatility, but it maintains that this is a natural step in any long-term investing process.Īs the name of its hedge fund indicates, Orbis sticks to equity securities within the U.S. In general, Orbis Investment Management tries to achieve long-term returns through an active management philosophy. Orbis Investment Management Investment Philosophy equity recommendations Orbis Investment Management Limited, another company in the Orbis Group. Equity Fund according to the specific investment objectives and restrictions that the hedge fund adheres to. Orbis Investment Management principally manages the Orbis Institutional U.S. Services Offered by Orbis Investment Management
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