KILWORTH HOUSE

LUTTERWORTH

LE17 6JE

Orbis Global Balanced Strategy 10th Birthday Celebration

Returns in the real world

2022 saw decades-high inflation, volatile commodity prices, boiling geopolitical tensions, widespread energy shortages, rising interest rates, a synchronised decline in stocks and bond markets, and a punishing sell-off in speculative growth stocks.

After that tumultuous year, how can investors position portfolios to generate real returns going forward? While the years ahead could be challenging for stockmarkets, they could be much more rewarding for active stockpickers.

Join Alec Cutler , portfolio manager of the Orbis Global Balanced Strategy, in conversation with Merryn Somerset Webb , Senior Columnist at Bloomberg Opinion, for a discussion of these issues, the risks facing markets, and the opportunities still available for active investors.

Speakers

Alec Cutler, Orbis Global Balanced Portfolio Manager- Orbis Investments

Alec Cutler, Bachelor of Science (Honours) in Naval Architecture (United States Naval Academy), Master of Business Administration (The Wharton School of the University of Pennsylvania), Chartered Financial Analyst. Alec joined Orbis in 2004. Based in Bermuda, he leads the multi-asset team, is one of the Portfolio Managers for the Orbis Global Balanced Strategy, and has overall responsibility for the strategy. He previously worked for 10 years at Brandywine Asset Management LLC managing the Relative Value strategy, co-managing the Large Cap Value area and co-managing the firm as a member of the Executive Committee.

Merryn Somerset Webb, Senior columnist at Bloomberg Opinion

Merryn Somerset Webb is a hugely popular speaker and acclaimed commentator on economics, financial markets and personal finance. In November 2022, she became a Senior Columnist at Bloomberg Opinion where she will write a weekly column on personal finance and investment, and also have a podcast. Merryn is among the most well-respected and prominent voices in financial journalism, having won multiple awards including Personal Finance Journalist of year in 2018, and Finance Commentator of the Year in 2019. Previously, she was Editor in Chief of Moneyweek, the best selling financial magazine in the UK, and a contributing editor at the Financial Times. Her most recent book, which focuses on how shareholders can leverage their influence for good, was published in January 2022. It is called “Share Power -How ordinary people can change the way capitalism works, and make money too“(Short Books). She brings readers into the world of corporate capitalism – from the privatisation of state-owned companies in the 80s to the financial crash of 2008 and the growth of the modern multinational – she shows how capitalism went wrong and how, with six simple recommendations, every one of us now has the power to make it work for us. Merryn is also the author of a sharp and witty women’s guide to personal finance: “Love is Not Enough: The Smart Woman’s Guide to Making (and Keeping) Money” (2007). In 2020, she was co-presenter of Channel 4’s personal finance series ‘Superscrimpers’. Merryn is a non-executive director of four investment trusts, Murray Income, Baillie Gifford Shin Nippon, and Blackrock Throgmorton, and of wealth management firm Netwealth. She is a non-executive adviser to the investment committee of UK platform Interactive Investor. Merryn was a senior scholar at Gonville and Caius College, Cambridge, where she gained a first class degree in History and Economics. She then became a Daiwa scholar and spent a year studying Japanese at London University. More info here.

Directions

By Road

Kilworth House Hotel is on the A4304 just four miles east of Junction 20 of the M1 and easily accessible from the M69, M42, M6 and A14. For directions from your current location, please click here