25th May 2022 | 12:00 - 14:30 | Leigh Court, Bristol

Leigh Court Business Centre

Pill Road

Abbots Leigh

Bristol

BS8 3RA


Risk in the real world

In a world beset by low bond yields, high equity valuations and the looming spectre of inflation, we have long worried about the risks facing investors in traditional stock and bond allocations. Now, the trends of past decades have begun to turn like boomerangs. Those shifts have been exacerbated by the war in Ukraine – a tragic reminder of what risk means in the real world. Amid heightened volatility, the case for active, contrarian investing has rarely looked more necessary. Valuation gaps within markets remain wide, creating ample opportunities for bottom-up investors. Using examples from the Orbis Global Balanced Fund, we discuss some of the attractive opportunities we have found to mitigate real-world risks by investing in undervalued, real-world companies.


Speakers

Nicola Dormehl, Investment Counsellor - Orbis

Nicola joined Orbis in 2015, having spent three years as a business analyst at Orbis’ sister company, Allan Gray Proprietary Limited. She is a member of Orbis’ team of investment counsellors and a specialist on the Orbis Global Balanced and Global Cautious strategies. She has a Bachelor of Commerce in Economics (Cum Laude) and a Bachelor of Commerce (Honours) in Financial Economics and Investment Management (Cum Laude) from University of the Free State.





Heather Hopkins, Managing Director - NextWealth

In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.


Session: Tech enabled advice - how humans and machines will work together to deliver better and faster advice in future.


By the end of the session the delegates will be able to :

  • Explain how are advisers using technology in their business today
  • Recognize which aspects of advice will be mostly human and mostly machine in future
  • Identify which firms are using tech today to reach more customers and better meet customer needs



Directions


 Leigh Court is located on the outskirts of Bristol, just outside the village of Abbots Leigh. Getting to and from Leigh Court couldn’t be easier; they're just 15-minutes to Bristol city centre with easy access to the M4 and M5, and only a short hop across the suspension bridge to Clifton village.


By Car

Leigh Court has a large car park available for visitors and two electric car charging points.


By Bike

Leigh Court is on the National Cycle Network route 41 and they have cycle parking for up to 20 bikes. They also have showers available, a cycle repair toolkit and spares, cycle covers, and maps of local cycle routes.