contrarian investing

Since the start of 2020, the S&P/ASX 200 has lost a quarter of its value; while the Financials and Energy sub-sectors have fared even worse with declines of 30% and...

It’s often said that good investing is a matter of waiting to see the opportunity, acting decisively when the time comes and then being brave enough to hold your nerve...

In our 2020 Outlook Series, Simon Mawhinney of Allan Gray called it correctly with this idiom: “It’s the bus you don’t see that hits you”. While this is an apt...

Australia’s sharemarket returns have been stellar in 2019. At approximately 24% they have comfortably exceeded the average over the past 30 years of 11% (before being...

At the start of 2019, I selected a A recession proof, property proof ASX portfolio for Livewire. An equal weighted investment in the 12 stocks would have returned...

At Livewire, we’re privileged to have access to some of the best minds in Australia’s funds management industry. Each year we work with and interview hundreds of fund...

The contrarian approach to investing is perhaps as old as investing itself. In 1815, the British economist David Ricardo made a fortune buying British government bonds...

It’s ingrained in human DNA to back the winners. Winners present the safer bet and offer investors safety and security. Contrarian investors do the opposite. When they...

Against a backdrop of the WAAAX stocks, and growth stocks more generally, misfiring in recent months, we sat down with Sudhir Kissun at Allan Gray to ask how investors...

In 1934, just five years after the great crash of 1929, Benjamin Graham and David Dodd published the first edition of “Security Analysis”. At 1.2 kilograms and 752...