Graeme Forster on Global Longevity Investments

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 13 October 2023

⏱️ 81 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bloomberg Radio host Barry Ritholtz speaks to Graeme Forster, a director at Orbis Holdings Ltd., which has $51 billion in assets under management. Graeme joined Orbis in 2007 and is responsible for international equity and optimal strategies.

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Transcript

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0:00.0	Hi, I'm Francis Roy, and I'm Ann Morris, and we are the hosts of a new TED podcast called Fixable.
0:06.4	We've helped leaders at some of the world's most competitive companies solve all kinds of problems.
0:11.9	On our show, we'll pull back the curtain and give you the type of honest,
0:15.4	unfiltered advice we usually reserve for top executives.
0:19.0	Maybe you have a coworker with boundary issues, or you want to know how to inspire and motivate your team.
0:24.3	No problem is too big or too small.
0:26.8	Give us a call, and we'll help you solve the problems you're stuck on.
0:30.0	Find Fixable wherever you listen to podcasts.
0:36.7	This is Masters in Business with Barry Rittholz on Bloomberg Radio.
0:43.2	This week on the podcast, I have an extra special guest.
0:46.8	Graham Foster is PM at Orbis Investment Management.
0:50.3	The fund runs about $34 billion.
0:53.7	I've been intrigued by Orbis for quite a while.
0:56.6	They have a truly unique approach to investing.
0:59.8	They're also owned by a foundation, something that's rather rare in the finance industry,
1:05.2	and they also have a unique approach to fees.
1:08.9	When they're generating alpha, when they're outperforming their benchmark,
1:13.1	they take a performance fee.
1:14.8	And when they're not generating alpha, when they're underperforming,
1:19.4	they actually return fees.
1:21.9	I don't think anybody else in the entire industry does anything like that.
1:26.8	Fortunately for them, they've been outperforming for decades,
	...

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