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Transcript: Graeme Forster, Orbis Investments

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee.

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Transcript: Ilana Weinstein

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. You have no performance fee and no line of sight to getting to one anytime soon, and you have AUM shrinking by virtue of the losses, as well as the fact that LPs are now rightly redeeming.