NEWS | How to unlock value through offshore investing
How to unlock value through offshore investing
The volatility of 2025 has underscored the importance of diversification. Global markets have swung from sharp declines to record highs, reminding us that a resilient portfolio requires thoughtful planning and the right tools to weather change. Offshore exposure remains a key lever for long-term growth and stability in an unpredictable world. Horacia Naidoo-McCarthy and Radhesen Naidoo explore the role of offshore investing in building portfolio resilience and outline the available routes to access the investment expertise of our offshore partner, Orbis.
Investors in the FTSE/JSE All Share Index (ALSI) have seen impressive year-to-date returns of 31%, driven largely by a strong rebound in commodity prices as gold and other metals have regained their lustre. However, it is worthwhile remembering that seasons change, and South Africa represents less than 0.5% of global equity markets. Offshore investing continues to offer access to a broader universe of currencies, regions and industries – including high-growth areas like technology, renewable energy and biotechnology. It also provides a buffer against rand volatility and local economic and political risks.
Orbis’ core fund range
Our offshore partner, Orbis – which has the same owner, investment philosophy and approach as Allan Gray – has been patiently cultivating wealth since 1989. With a long-term track record of performance superior to the benchmark, a focus on preserving client capital and a small range of funds suited to different risk profiles, Orbis may serve as an important diversifier in a broader portfolio. The Orbis Global Equity, Orbis SICAV Global Balanced and Orbis SICAV Global Cautious funds form Orbis’ core range and are good examples of offshore funds with differentiated positioning that aim to deliver superior risk-adjusted returns over the long term.
November 03 2025 By Horacia Naidoo-McCarthy and Radhesen Naidoo - Allan Gray
