contrarian investing

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...