All 35 Orbis analysts run concentrated 10-stock paper shadow portfolios
Adam Karr · Adam Karr – Extreme Alignment at Orbis (EP.338) · Sep 14, 2023 · at 23:00
Adam Karr, President and Portfolio Manager at Orbis, describes the firm's system for tracking analyst conviction and evaluating individual investment skill.
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“All of our analysts run paper shadow portfolios. So we've got 35 analysts around the globe, and after generally a year or two, they will launch a paper portfolio. And that tends to be a concentrated expression of, call it their 10 highest conviction Recommendations in a particular either sector or geography.”
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