7 Oct 2019
We have always described ourselves as “contrarian” investors. While many of our best investment decisions on behalf of clients in the past have been at odds with market sentiment, we are also quick to point out that we are never contrarian for its own sake. Just like driving down the wrong side of the road is a bad idea, so too is blindly betting against the crowd. There are many nuances, and our degree of apparent “contrarian-ness” can vary over time.
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