contrarian investing

Latest news and analysis on contrarian investing

Outlook Series

12 contrarian calls that may just surge in 2025

In this video, we ask our fundies to nominate some contrarian stock picks. Will any of them deliver the right kind of surprise? Find out.
+8
Buy Hold Sell
Livewire Markets
Outlook Series

Your 2025 market predictions are in: Insights from nearly 5,000 investors

2024 was a fantastic year for markets. But do our readers think this year will be just as great?
Vishal Teckchandani
Livewire Markets
Investment Theme

How did my Crazy-Eight A-Shares go?

It was a great year for global equity markets. Australia was a relative laggard. The Magnificent Seven did well, as did my 8 China A-Shares.
Kingsley Jones
Jevons Global
Equities

Forager's 5 ASX stocks for long-term investors

Forager recently held its investor roadshow, highlighting some key insights and stocks regarding the Forager Australian Shares Fund.
+1
Chris Conway
Livewire Markets
Equities

Strong sentiment in the banks

After the broker calls to "sell all the banks" they have proven very robust.
MQG
+2
Kingsley Jones
Jevons Global
Equities

Invest in the unloved: 4 out-of-favour stock opportunities

Learn how and where Forager's Steve Johnson and ECP Asset Management's Sam Byrnes find investments outside the crowded trades
+6
Glenn Freeman
Livewire Markets
Equities

Where are tomorrow’s winners?

Today's popular stories aren't tomorrow's winners. So where are they?
ORG
+1
Greg Canavan
Fat Tail Investment Research
Equities

Next DC – A share price ‘infected with enthusiasm’

In bull markets, there is no shortage of stock tips. But it's important to remember there is a difference between price and value
CHC
NXT
+1
Greg Canavan
Fat Tail Investment Research
Commodities

Nickel: contrarian opportunity or portfolio suicide?

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

Brighter days ahead for Value stocks, says Allan Gray

The contrarian asset manager's underweight to large-caps knocked returns in 2023 but its investment team is confident trends are reversing.
ANN
AWC
DOW
+5
Glenn Freeman
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 of the ASX's most-shorted stocks (and 2 that are big buys)

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.
IEL
LLC
+2
Buy Hold Sell
Livewire Markets
Equities

Three unloved sectors (and 5 stocks) that could become tomorrow’s winners

Spotting opportunities before everyone else is a hallmark of most successful investors – here's how two of them seek to do just that
CSL
+4
Glenn Freeman
Livewire Markets
Equities

Where Wilson Asset Management sees value in the current market

And Geoff Wilson’s advice from more than 40 years of investing.
CSL
DXS
GMG
+5
Sara Allen
Livewire Markets
Education

Why value investors should doubt “climate science”

By nature they’re sceptics, and at key junctures become contrarians. I show why they should disbelieve the orthodoxy – and why it matters.
Chris Leithner
Leithner & Company Ltd
Meet The Investor

Meet Patrick: This commodities contrarian digs in the market's bottom drawer

With a laser focus on ASX penny stocks, Patrick likes to eyeball management and employs painstaking research before buying or selling
AKE
VMT
+1
Glenn Freeman
Livewire Markets
Expert Insights

Fidelity: The next rally in Chinese equities will be "alpha driven"

And contrarian value strategies may be rewarded, argues Catherine Yeung.
Hans Lee
Livewire Markets
Equities

Is there upside in Downer?

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...
DOW
Simon Mawhinney
Allan Gray
Equities

Sims - is it time to recycle our thesis?

We provide an overview of Sims Limited, explain our original thesis and what has happened since we last wrote about it in September 2018.
ORG
OSH
SGM
+1
Simon Mawhinney
Allan Gray
Education

Weighty decisions – an overview of portfolio construction

How Allan Gray uses probability theory to optimise the risk and return of their investments.
AWC
+1
Justin Koonin
Allan Gray
Equities

Four small caps for the 2023 contrarian

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...
JBH
NCK
+7
Steve Johnson
Forager
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