Mundy: Now 'not a time to be sitting on one's hands'
Alastair Mundy of Investec
An interesting side effect of labelling oneself a contrarian investor is that many observers expect a constant stream of non-consensual thoughts and portfolio positions.
It is almost as though the worst offence a contrarian can make is to run with the pack. This must obviously be resisted and instead the focus should be on taking a contra view if one feels that the...
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