These charges typically only come into play if the performance of its investments outpace a preset benchmark. Orbis includes performance-based fees in its fee schedule. So if you’re an individual looking for a financial plan, try SmartAsset’s matching tool to find appropriate advisors in your area. Additionally, the firm does not work directly with individuals. There are performance-based fees as well.Īs a hedge fund, Orbis Investment Management is not a traditional financial advisor firm that offers financial planning services. On the other hand, Orbis Investment Management receives a management fee from the fund that ranges from 0% to 7%, with the exact rate chosen based on the fund’s overall return levels. Equity Fund can vary from 0.20% to 0.75% depending on the fee class you subscribe to and the performance of the hedge fund. The base fee you’ll pay to invest in Orbis’ Institutional U.S. In an attempt to mitigate risk and volatility, Orbis looks to invest in companies that its proprietary research uncovers as undervalued by the larger market. The firm understands that this type of approach may result in higher levels of volatility, but it maintains that this is a natural step in any long-term investing process.Īs the name of its hedge fund indicates, Orbis sticks to equity securities within the U.S. In general, Orbis Investment Management tries to achieve long-term returns through an active management philosophy. Orbis Investment Management Investment Philosophy equity recommendations Orbis Investment Management Limited, another company in the Orbis Group. Equity Fund according to the specific investment objectives and restrictions that the hedge fund adheres to. Orbis Investment Management principally manages the Orbis Institutional U.S. Services Offered by Orbis Investment Management Core Refundable Reserve Fee Class: $20 million.
Zero Base Refundable Reserve Fee Class: $100 million.Base Refundable Reserve Fee Class: $1 million.Equity Fund.Īlthough there is no minimum necessary to invest with Orbis, its hedge fund requires a variable minimum investment depending on the class you’re investing in: Various institutional clients also invest in the Orbis Institutional U.S. Must provide a reasonable expectation that these income levels are maintainable.Individual income totaling at least $200,000 ($300,000 in combination with a spouse) during each of the last two calendar quarters.An individual or joint (with a spouse) net worth of $1 million, excluding the value of a primary residence.You qualify as an accredited investor if you have: However, this hedge fund is naturally available for investment, though Orbis purposely affords these opportunities solely to accredited investors. Orbis Investment Management is a hedge fund, so technically speaking, its only client is the Orbis Institutional U.S. Orbis Investment Management Client Types and Account Minimums
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