Published Sep 14, 2023

Adam Karr – Extreme Alignment at Orbis (EP.338)

Adam Karr reveals the transformative investment philosophy at Orbis, detailing their pioneering research methodologies, shadow portfolios, and unique ownership models that promote long-term alignment and enhance client relationships.

Episode Highlights

Topics covered

Episode Highlights

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Adam Karr – Extreme Alignment at Orbis (EP.338)

Topics covered

Popular Clips

Long-Term Thinking

Long-Term Investment Strategies

Ownership Dynamics Explained

Performance Fee Structure

Capital Allocation Insights

From Wall Street Dreams

Portfolio Decision Making

Independent Investment Culture

Adapting Investment Strategies

Lessons in Belief

Aligning Investor Interests

Idea Generation Process

Early Investment Inspiration

Global Investment Communication

Episode Highlights

Career and Personal Insights

Investment Methodology

Alignment Strategies

Related Episodes

Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)

Adam Wyden - ADW Capital (Manager Meetings, EP.37)

[REPLAY] Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)

Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)

Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)

Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)

Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)

Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)

David Barrett – Searching for Leaders (Capital Allocators, EP.26)

Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

Deep Dive into Hedge Funds (Capital Allocators, EP.34)

Adam Karr – Extreme Alignment at Orbis (EP.338)

Topics covered

Popular Clips

Episode Highlights

Career and Personal InsightsAdam Karr, President and Portfolio Manager at Orbis, shares his journey from early influences to pivotal career decisions. He reflects on the lessons learned and the unique investment approach at Orbis.

Career and Personal Insights

Investment MethodologyOrbis's innovative research process and use of shadow portfolios exemplify its commitment to rigorous investment analysis and talent development. Adam Karr shares insights into how these strategies enhance decision-making and portfolio management.

Investment Methodology

Alignment StrategiesOrbis's innovative ownership and fee structures are designed to align incentives and promote long-term thinking. Adam Karr shares insights into how these models support independent decision-making and client relationships.

Alignment Strategies

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