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Contrarian Investment Strategies

1-8 out of 8 results.

Coronavirus and a roadmap for infected investing

As much as value investors with spare cash want to jump on undervalued companies, it's probably not the time to buy the dip in the market just yet as the US braces for coronavirus's full impact.

Mr Market isn't so foolish, after all

The story of Mr Market originated with Ben Graham and was further popularised by Warren Buffett, but does it still hold true? Based on experience, the two-investor scheme looks hopelessly oversimplified.

Charles Dalziell on life as a contrarian investor

How does a style that relies on investing in stocks the market dislikes sustain itself over time, when inevitably investors go through difficult markets until the value is realised? It’s not an easy way to run a fund manager.

Being an obvious idiot is the worst part of value investing

Value and contrarian investors often buy shares in companies rejected by the market, which makes it the hardest way to invest. It looks great when it works but idiotic when the market continues to disagree.

Fear factor should start the hunting season

The current level of fear in the market could be signalling a downturn or even another GFC. Investors should remember the lessons from the last crisis, and be in a position to take advantage of the next one.

Underperformance from investing at the wrong time

Investing with previous-year top performing fund managers and acting along with the crowd puts you on the wrong side of a zero-sum game. There may be a 'fear' premium for investing in out-of-favour styles.

Don’t do what everyone else is doing

Successful investors often say that investing contrary to everyone else is key. Unlisted commercial property is not liquid and carries leverage, but good investing is about finding properties where prices are favourable and creating a more valuable asset.

Investing against the herd, Part 3, Testing the theory

An 'against the herd' portfolio is some 54% higher than the 'follow the herd’ portfolio, and 22% better than a passive portfolio. Ignore the market hype and general sentiment and focus instead on the facts.

Most viewed in recent weeks

Super changes, the Budget and 2021 versus 2022

Josh Frydenberg's third budget contained changes to superannuation and other rules but their effective date is expected to be 1 July 2022. Take care not to confuse them with changes due on 1 July 2021.

Noel's share winners and loser plus budget reality check

Among the share success stories is a poor personal experience as Telstra's service needs improving. Plus why the new budget announcements on downsizing and buying a home don't deserve the super hype.

Grantham interview on the coming day of reckoning

Jeremy Grantham has seen it all before, with bubbles every 15 years or so. The higher you go, the longer and greater the fall. You can have a high-priced asset or a high-yielding asset, but not both at the same time.

Whoyagonnacall? 10 unspoken risks buying off-the-plan

All new apartment buildings have defects, and inexperienced owners assume someone else will fix them. But developers and builders will not volunteer to spend time and money unless someone fights them. Part 1

Buffett says stock picking is too hard for most investors

Warren Buffett explained why he believes most investors should not pick stocks but simply own an S&P 500 index fund. "There's a lot more to picking stocks than figuring out what’s going to be a wonderful industry."

Should investors brace for uncomfortably high inflation?

The global recession came quickly and deeply but it has given way to a strong rebound. What are the lessons for investors, how should a portfolio change and what role will inflation play?

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