Capital Allocators – Inside the Institutional Investment Industry

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


Listen Later

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.

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

...more
View all episodesView all episodes
Download on the App Store

Capital Allocators – Inside the Institutional Investment IndustryBy Ted Seides – Allocator and Asset Management Expert

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

764 ratings


More shows like Capital Allocators – Inside the Institutional Investment Industry

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,364 Listeners

Exchanges by Goldman Sachs

Exchanges

956 Listeners

Masters in Business by Bloomberg

Masters in Business

2,168 Listeners

Odd Lots by Bloomberg

Odd Lots

1,942 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,361 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

945 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

211 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

142 Listeners

Excess Returns by Excess Returns

Excess Returns

86 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

454 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

351 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

178 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

473 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

33 Listeners