Orbis Investment Management (u.s.), L.p.

Orbis Investment Management (U.S.), LP is a financial advisor firm located in San Francisco, CA. Established on January 1, 2023, the firm specializes in providing advisory services to qualified purchasers, primarily managing the Orbis U.S. Equity Fund. The firm's compensation structure involves deducting fees directly from the fund's assets, with Orbis receiving a portion of these fees monthly. Orbis also implements a performance-based fee structure to align interests with clients, with a refund mechanism in place if underperformance occurs. The minimum investment amounts for the Orbis U.S. Equity Fund vary and are detailed in the fund's offering document. Orbis focuses on "bottom-up" investment research to identify equities with superior fundamental value, utilizing a proprietary screening tool and database. The firm emphasizes long-term investment horizons and risk management. Orbis does not guarantee future performance and highlights potential risks associated with its investment strategies, such as undervalued equity securities risk and non-diversification risk. Orbis has no disciplinary events to disclose and does not receive compensation for client referrals. The firm has discretion over managing the Orbis U.S. Equity Fund and does not have authority to vote client securities. Orbis does not require prepayment from clients and has no financial commitments that may impact client obligations.