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Orbis Investment Management (U.S.), L.P.
Orbis Investment Management (U.S.), L.P. is the US value-oriented asset manager, part of the global Orbis group founded by Allan Gray.
Orbis Investment Management (U.S.), L.P.
Orbis Investment Management (U.S.), L.P. is the United States-based affiliate of the Orbis group of funds, which began with Allan Gray's founding of an investment firm in South Africa in 1973. The broader Orbis network, with roots in Bermuda, manages assets across global equity and fixed-income markets. The U.S. entity serves as a registered investment advisor, distributing Orbis's mutual funds and separate accounts to North American clients. The firm employs a value-investing philosophy, focusing on undervalued securities with the expectation of long-term appreciation. Its strategies include global equity, international equity, and global balanced funds, as well as allocations to fixed income. Orbis often invests across developed and emerging markets, with a notable allocation to Asia and Europe alongside the Americas. The firm's portfolio holdings are not fully disclosed, but its approach relies on bottom-up stock selection and a willingness to hold concentrated positions. Orbis manages capital for a mix of institutional investors such as pension funds and endowments, alongside high-net-worth individuals. The firm's team size is not publicly detailed, but it operates as part of a global organization with offices in Hamilton, Bermuda; London; Hong Kong; and Sydney. No recent operational events (within the last 24 months) are verifiable through public records. A structural differentiator for Orbis is its fee model: it charges performance-based fees tied to long-term benchmarks, aligning manager and investor interests. The firm's independent ownership structure, with Allan Gray Limited as the parent, ensures no external shareholder pressure, allowing adherence to a disciplined value mandate.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Orbis Investment Management (U.S.), L.P.?
Day-to-day portfolio management is led by the firm's investment team, which operates under the oversight of the broader Orbis global investment committee. Specific named portfolio managers are not publicly listed for the U.S. entity, but Orbis's chief investment officer historically has been based at the Bermuda headquarters. The U.S. arm follows the same value-oriented investment process as the global funds (per public record).
How does Orbis generate proprietary deal flow?
Orbis relies on bottom-up fundamental research conducted by its global investment team. The firm screens broadly across global markets and uses direct company meetings and financial statement analysis. It does not publicly disclose a proprietary deal-sourcing network or co-investment partnerships.
Is Orbis structured as a family office or an asset manager?
Orbis Investment Management (U.S.), L.P. is registered as an investment advisor with the U.S. SEC and operates as a traditional asset manager. It is part of a global fund complex, not a single- or multi-family office. It manages mutual funds and institutional accounts.
What investment stages does Orbis typically target?
Orbis focuses on public equity and fixed-income securities—specifically listed equities and bonds. It does not target venture capital or private equity stages. Its strategies cover large-cap and mid-cap value stocks globally.
Which sectors does Orbis explicitly avoid?
Orbis does not publicly list sectors it avoids. However, its value-oriented mandate may reduce exposure to highly speculative industries or IPOs. The firm's public filings show holdings across financials, industrials, and consumer goods (per SEC filings).
How is Orbis related to Allan Gray?
Orbis is the global investment arm of Allan Gray Limited, the South African asset management firm founded by Allan Gray in 1973. Allan Gray Limited owns Orbis, with the latter managing international client assets. The relationship is structural: Orbis manages the non-South African portion of Allan Gray's capital.
Does Orbis maintain philanthropic structures?
The Allan and Gill Gray Philanthropies, funded by the founders' wealth, operates independently from Orbis Investment Management. The U.S. entity itself is a for-profit investment manager, not a charitable vehicle.
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