contrarian

South32 is shedding legacy assets and pivoting to green metals, aligning with powerful long-term demand trends.

Allan Gray’s Chris Hestelow explains how concentration, valuation blindness and momentum are distorting markets - and what to do about it.

Alec Cutler says markets are fairer, more fun and full of idiosyncratic opportunities that contrarians have waited a decade to see return.

A famous ASX contrarian trade from a decade ago is back in focus.

With global markets priced for perfection opportunities are rife for contrarians - although the investment style is not for the fainthearted

You'll find out in this episode of The Pitch.

Mark Landau shares why L1 has become cautious recently, along with the levers it can pull to adjust risk whilst still finding opportunities

Value investing and contrarian investing are intrinsically related. Value investing seeks to identify good quality companies that are trading cheaply. To achieve that...

A sharp intellect and unflappable demeanour - that's my overwhelming reaction to Allan Gray Australia's Simon Mawhinney, the subject of Livewire’s latest Rules of...

Our lack of exposure to the high-growth technology sector and the stable earnings streams from the healthcare and consumer staples sectors may seem extreme. But so are...