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

<p>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.</p> <p><br /> 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.</p> <p><br /> For full show notes, visit the episode webpage here.</p> <p><br /> Learn More<br /> Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en">@tseides</a> or <a href="https://www.linkedin.com/in/tedseides/">LinkedIn</a><br /> Subscribe to the <a href= "https://capitalallocators.com/">mailing list</a><br /> Access Transcript with <a href= "https://capitalallocators.com/signup">Premium Membership</a></p>