ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.

other names
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Adviser Profile
As of Date 03/19/2024
Adviser Type - Large advisory firm
Number of Employees 15 15.38%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 02/19/2019
Other registrations (2)
AUM* 195,906,287 22.94%
of that, discretionary 195,906,287 22.94%
Private Fund GAV* 195,906,287 22.94%
Avg Account Size 195,906,287 22.94%
SMA’s No
Private Funds 1
Contact Info +1 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
183M 157M 131M 105M 78M 52M 26M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$195,906,287

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Brochure Summary

Overview

Firm Description Orbis Investment Management (U.S.), L.P. (“Orbis”) is a fundamental, long-term, contrarian investment adviser that limits its focus to U.S. equities. Orbis is a member of the global Orbis group of companies, which was founded in 1989 (the “Orbis Group”). Orbis is based in San Francisco and was established in the United States in 2007. A majority of the beneficiary interests in Orbis are owned by Allan & Gill Gray Philanthropy Trust, a charitable trust. Orbis and the Orbis Group are ultimately controlled by Allan & Gill Gray Foundation. Allan Gray was the founder of the Orbis Group. Advisory Services Orbis has two clients:  Orbis is the portfolio manager of a limited partnership that invests primarily in U.S. equities (the “Orbis U.S. Equity Fund”). The Orbis U.S. Equity Fund is a “3(c)(7) fund” restricted to investors who are qualified purchasers or otherwise eligible under Section 3(c)(7) of the Investment Company Act of 1940, as amended.  Orbis provides written investment recommendations regarding U.S. equity securities
to Orbis Investment Management Limited, a member of the Orbis Group. Orbis does not manage any separately managed accounts. The Orbis U.S. Equity Fund is not subject to an individual investor’s investment restrictions, but the Fund is managed in accordance with the private placement memorandum of the Fund. Orbis tailors its advisory services to the specific investment objective and investment restrictions set forth in the investment advisory agreement between Orbis and Orbis Investment Management Limited. Orbis does not provide financial planning services and does not provide tax, accounting, or legal services or advice, other than services provided to other members of the Orbis Group. As of January 1, 2024, Orbis managed on a discretionary basis $196 million in assets, representing all the assets of the Orbis U.S. Equity Fund. Orbis does not manage any assets on a non-discretionary basis over which it provides continuous and regular supervisory or management services. As of January 1, 2024, the Orbis Group managed approximately $36 billion in assets.