Value Invest

Rory Kutisker-Jacobson

August 08
08:35 2019

Rory Kutisker-Jacobson – Orbis Allan Gray

Rory is a portfolio manager at Orbis Allan Gray Limited. Orbis Allan Gray Limited is made up primarily of two asset management businesses: Orbis founded in 1989 and Allan Gray founded in 1973. They share the same founder and a common private ownership structure. Both firms employ a fundamental, long-term, and contrarian investment philosophy used to identify shares priced below their intrinsic value. Today, Allan Gray is the largest privately owned asset management firm in Africa, managing in excess of $35bn of assets. Since inception, Allan Gray has delivered approximately 8% per annum outperformance for its institutional clients. Orbis manages over $34bn in assets invested globally, and its flagship Global Equity Strategy has outperformed by more than 4% per annum since inception. Rory is based in Cape Town. While he researches stocks globally, he tends to find himself gravitating to South African and Frontier equities. He co-manages the Allan Gray Frontier Markets Equity Fund, a concentrated portfolio of companies with significant business interests in frontier markets. The Fund aims to outperform the MSCI Frontier Emerging Markets Index over the long term without taking on greater risk of loss. Rory holds a Bachelor of Business Science from the University of Cape Town and is a CFA charterholder. Prior to joining Allan Gray in 2008, Rory worked for Anglo Irish Bank in Dublin.

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