Instead, Orbis' management fee is based on three-year rolling performance and ranges from 2.5% if the fund beats the index by a wide margin to just 0.5% if the fund similarly underperforms its benchmark over three years.

FORBES: Unsung outperformers

This in turn would have profound implications for Nokia and RIM, both in the process of rolling out new, make-or-break smartphone ranges.

FORBES: Apple's Regional Trends Will Face Close Scrutiny Tonight