Should You Hold Nvidia (NVDA)?
Orbis Investment Management, an investment management company, released its "Orbis Global Equity Strategy" fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
Orbis Investment Management is a globally recognized investment firm headquartered in Bermuda, with a presence in major financial centers including London, Vancouver, Sydney, San Francisco, Hong Kong, Tokyo, and Luxembourg. The company maintains strong ties with Allan Gray Investment Management in South Africa and Allan Gray Australia.
William B. Gray rejoined Orbis in 1993 and currently serves as the Chairman of the Board of Orbis Holdings Limited. He holds directorships at Orbis' Bermuda and Luxembourg funds, as well as at Orbis Allan Gray Limited. With over 20 years of experience, William previously led Orbis' Investment team. He earned a Bachelor of Commerce degree from the University of Cape Town, followed by a Master of Business Administration from Harvard University. William is also a CFA charterholder. Before pursuing his MBA, he conducted extensive investment research in global equities, stock markets, and currencies for Orbis and its predecessor company based in Hong Kong.
