ORBIS INVESTMENT MANAGEMENT LIMITED
Adviser information for ORBIS INVESTMENT MANAGEMENT LIMITED last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Bermuda |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Broker-dealerCommodity pool operator or commodity trading advisor |
Principal Office
ORBIS HOUSE25 FRONT STREET
HAMILTON
Bermuda
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 441 296-3000, Fax: 441 296-3001
Chief Compliance Officer
ALI ZIAI
ORBIS HOUSE
25 FRONT STREET
HAMILTON
Bermuda
Tel:
441 296 3000
Fax:
441 296 3001
A*******@********M
(Full email address available in API data)
Industry Affiliates
| ALLAN GRAY (BOTSWANA) (PROPRIETARY) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALLAN GRAY AUSTRALIA PTY LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ALLAN GRAY BERMUDA LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALLAN GRAY INTERNATIONAL PROPRIETARY LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| ALLAN GRAY LIFE LIMITED | Insurance company or agency |
| ALLAN GRAY NAMIBIA (PROPRIETARY) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALLAN GRAY NAMIBIA UNIT TRUST MANAGEMENT LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALLAN GRAY PROPRIETARY LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALLAN GRAY SOUTH AFRICA (PROPRIETARY) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| ALLAN GRAY UNIT TRUST MANAGEMENT (RF) PROPRIETARY LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ORBIS ASSET MANAGEMENT LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ORBIS INSTITUTIONAL EMERGING MARKETS EQUITY GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ORBIS INSTITUTIONAL GLOBAL EQUITY GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ORBIS INSTITUTIONAL INTERNATIONAL EQUITY GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ORBIS INSTITUTIONAL U.S. EQUITY GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ORBIS INVESTMENT ADVISORY (CANADA) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ORBIS INVESTMENT ADVISORY PTY LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ORBIS INVESTMENT MANAGEMENT (HONG KONG) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| ORBIS INVESTMENT MANAGEMENT (LUXEMBOURG) S.A. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | Other investment adviser, including financial planners |
| ORBIS INVESTMENTS (U.K.) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ORBIS INVESTMENTS K.K. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| ORBIS JAPAN EQUITY GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ORBIS PORTFOLIO MANAGEMENT (EUROPE) LLP | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ORBIS GLOBAL EQUITY FUND LIMITED | Hedge Fund | $5,752.5M | $0.1M | 1079 |
| ORBIS INSTITUTIONAL EMERGING MARKETS EQUITY L.P. | Hedge Fund | $65.5M | $1.0M | 5 |
| ORBIS INSTITUTIONAL FUNDS LIMITED - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND | Hedge Fund | $1,521.1M | $1.0M | 44 |
| ORBIS INSTITUTIONAL GLOBAL EQUITY L.P. | Hedge Fund | $2,075.0M | $1.0M | 24 |
| ORBIS INSTITUTIONAL INTERNATIONAL EQUITY L.P. | Hedge Fund | $910.4M | $1.0M | 17 |
| ORBIS INTERNATIONAL EQUITY L.P. | Hedge Fund | $425.6M | $0.5M | 20 |
| ORBIS OPTIMAL (US$) FUND LIMITED | Hedge Fund | $1,996.8M | $0.1M | 301 |
| ORBIS OPTIMAL GLOBAL FUND, L.P. | Hedge Fund | $181.8M | $0.5M | 12 |
| ORBIS OPTIMAL OVERLAY FUNDS LIMITED | Hedge Fund | $674.7M | $0.1M | 96 |
| ORBIS SICAV EMERGING MARKETS EQUITY FUND | Hedge Fund | $2,106.7M | $0.1M | 276 |
| ORBIS SICAV JAPAN EQUITY FUND | Hedge Fund | $1,837.8M | $0.1M | 175 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CUTLER, ALEXANDER, CHARLES | Individual | – | DIRECTOR | 01/2005 | < 5% |
| ORBIS HOLDINGS LIMITED | Foreign Entity | – | SHAREHOLDER | 12/1989 | > 75% |
| ORBIS ALLAN GRAY LIMITED | Foreign Entity | ORBIS HOLDINGS LIMITED | SHAREHOLDER | 12/2015 | 50-75% |
| ALLAN & GILL GRAY FOUNDATION | Foreign Entity | ORBIS ALLAN GRAY LIMITED | SHAREHOLDER | 12/2015 | > 75% |
| REMPEL, GARTH, WAYNE | Individual | – | DIRECTOR | 06/2017 | < 5% |
| FURR, MATTHEW, COLIN | Individual | – | DIRECTOR | 06/2017 | < 5% |
| MARWICK, ANNE, ELIZABETH | Individual | – | DIRECTOR | 06/2017 | < 5% |
| JOHNSTON, DARREN, QUINTON | Individual | – | DIRECTOR AND CHIEF OPERATING OFFICER | 06/2017 | < 5% |
| Lynn, Ashley | Individual | – | DIRECTOR | 04/2020 | < 5% |
| KARR, ADAM, RAY | Individual | – | PRESIDENT | 01/2022 | < 5% |
| DUNLEY-OWEN, MARK | Individual | – | DIRECTOR | 01/2023 | < 5% |
| ZIAI, ALIREZA | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |