Intro
Our contrarian investment capability supports a number of successful investment strategies. These investment strategies aim to make money either by successfully opposing the herd instinct or by seeking out very high quality investment opportunities in a very targeted and concentrated way.
Our contrarian team resists the typical emotional responses to bad news and is often a buyer when sentiment is at or near its worst. It is often darkest before the dawn and sentiment subsequently has the potential to improve, driven by profit recovery and/or a reappraisal of the company’s underlying position.
The unique combination of the investment team, the mindset, the management of information, the timing of purchases, the holding periods and the ability to avoid value trap stock characteristics sets the investment strategies apart.
