Intrinsic Equity

Description

Intrinsic Equity is the investment vehicle of Orbis Partners Limited. We are a value investor in businesses with a competitive advantage in markets with stable or positive dynamics. We invest in businesses with intrinsic value often in challenging situations. Intrinsic has made 34 investments during the last 15 years and has a current portfolio of 14 companies. We invest across most sectors and focus on the fundamentals of the business model and the competitive environment. We take board positions and provide ‘hands on’ assistance to the business. Intrinsic works with experienced operating partners, who can provide board and leadership support to our investee companies. We are members of the Institute For Turnaround (IFT) and have adopted their Code of Conduct on Integrity, Transparency, and Honesty.

AI Sector Summary

Intrinsic Equity is a UK-based generalist value investor focusing on turnarounds, restructuring, and growth capital in businesses with competitive advantages. While sector-agnostic, their focus on business fundamentals and hands-on operating support aligns them with industrial and business services sectors common in UK mid-market restructuring.