Intrinsic Equity Information

Intrinsic Equity is the investment vehicle of Orbis Partners Limited. We are a value investor in businesses with a competitive advantage in markets with stable or positive dynamics. We invest in businesses with intrinsic value often in challenging situations. Intrinsic has made 34 investments during the last 15 years and has a current portfolio of 14 companies. We invest across most sectors and focus on the fundamentals of the business model and the competitive environment. We take board positions and provide ‘hands on’ assistance to the business. Intrinsic works with experienced operating partners, who can provide board and leadership support to our investee companies. We are members of the Institute For Turnaround (IFT) and have adopted their Code of Conduct on Integrity, Transparency, and Honesty.