Orbis's Cutler shifts into cyclicals for 'explosive' value recovery
Focus on aerospace sector
Alec Cutler of Orbis Investments
The Orbis Balanced fund has shifted towards the more cyclically-oriented parts of the global equity market in anticipation of an "explosive" recovery for value, despite renewed pressure on those stocks from the coronavirus pandemic, according to manager Alec Cutler.
Cutler told Investment Week that while he managed to find some "quality names that were being jettisoned", "at the maximum point of pain" in the February and March market sell-off, his gaze then turned...
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