contrarian investing

Forager recently held its investor roadshow, highlighting some key insights and stocks regarding the Forager Australian Shares Fund.

After the broker calls to "sell all the banks" they have proven very robust.

Learn how and where Forager's Steve Johnson and ECP Asset Management's Sam Byrnes find investments outside the crowded trades

Today's popular stories aren't tomorrow's winners. So where are they?

In bull markets, there is no shortage of stock tips. But it's important to remember there is a difference between price and value

Former geologist James Cooper explains everything may not be what it seems in the nickel market. That’s where contrarian opportunities lie.

The contrarian asset manager's underweight to large-caps knocked returns in 2023 but its investment team is confident trends are reversing.

In this episode, First Sentier's David Wilson and Atlas Funds' Hugh Dive go head to head on a handful of the ASX's most shorted stocks.

Spotting opportunities before everyone else is a hallmark of most successful investors – here's how two of them seek to do just that

And Geoff Wilson’s advice from more than 40 years of investing.

By nature they’re sceptics, and at key junctures become contrarians. I show why they should disbelieve the orthodoxy – and why it matters.

With a laser focus on ASX penny stocks, Patrick likes to eyeball management and employs painstaking research before buying or selling

And contrarian value strategies may be rewarded, argues Catherine Yeung.

It is common for the Allan Gray Australia Equity portfolio’s investee companies to be out of favour. This is often an important prerequisite for us to be able to buy...

We provide an overview of Sims Limited, explain our original thesis and what has happened since we last wrote about it in September 2018.

How Allan Gray uses probability theory to optimise the risk and return of their investments.

Last year was one the worst on record for global stock markets. Yet the MSCI World Index has returned to levels that can hardly be described as cheap, trading at...

Arguably the time is ripe to be hunting for undervalued stocks. Markets are choppy. Interest rates are rising. Inflation is high. Investors are nervy. Striking gold...

As bottom-up stockpickers, we go where our most compelling individual investment ideas take us. Sometimes the stocks that we find attractive are classified by others...

Mistakes are a part of life. But reflecting and learning from them is one of the keys to being a successful investor says Tim Hillier from Allan Gray Australia. ...