Simplify's take
What believers are saying
- New Zealand adviser demand is rising for actively managed global equities.
- Orbis hired for data, security, and engineering roles in Vancouver and London.
- A August 2026 factsheet showed Global Equity at €30.0 billion strategy size.
What critics are saying
- Ben Preston took over Global Equity Strategy on July 1, 2026.
- Orbis lacks UK SDR labels across major funds as of 2026.
- Persistent underperformance can trigger redemptions and shrink AUM within 12 months.
What makes Orbis Investments unique
- Orbis used contrarian, long-term bottom-up investing since 1990.
- Heathcote began New Zealand distribution on October 27, 2026.
- Orbis manages C$91 billion as of August 31, 2026.
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