Basis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments
Equity Mates Investing Podcast
Intro
The hosts discuss the evolving landscape of stock picking and its potential advantages over passive strategies in today's market. They also introduce a deep dive into Nintendo's stock, linking it to cultural trends and challenging traditional investment norms.
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.
Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.
We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.
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Today we’re joined by Eric Marais, Investment Specialist at Orbis Investments.
The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing.
We speak to Eric about:
- The case for reducing exposure to US Big Tech
- Some counterintuitive ideas that form the basis of Orbis’ philosophy
- Why Eric believes animal spirits are back
- How we could be entering a stock pickers market
- Two stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY)
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Orbis Investments is one of launch partners for Basis Points.
If you would like to learn more about how Orbis' funds can fit in a clients portfolio, head to: https://www.orbis.com/au/adviser/home
Thank you to Orbis Investments for helping us keep all of our content free and accessible.
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- Watch all episodes in full and relive some of our favourite clips on YouTube
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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