The changing landscape of contrarian investing

Patience required

clock • 3 min read

People often hear value investing and assume it is just an investment with a low price-to-earnings ratio, or owning the shares of a proven business in perfectly cyclical industries that do not have much growth.

However, this need to pigeonhole investment approaches into 'growth' versus 'value' is ignoring some important nuances. Every investor has different idiosyncrasies that they apply to investment portfolios, and these tend to be based on how they feel about and define risk. For us it has always been about avoiding losing money. In other words, investing in a way that would avoid the permanent loss of capital. While the goal of this investing style still relies on achieving a certain return over time, it aims to make the journey ‘less bumpy' for investors and fund managers. However, t...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Markets

How big an impact could global elections have on portfolio allocation in 2024?

How big an impact could global elections have on portfolio allocation in 2024?

US, UK and India main focuses

Investment Week
clock 19 February 2024 • 8 min read
Hotter than expected US inflation tempers Fed rate cut expectations

Hotter than expected US inflation tempers Fed rate cut expectations

Annual price growth falls to 3.1%

clock 13 February 2024 • 1 min read
Investors turn defensive in January as rate cut expectations change

Investors turn defensive in January as rate cut expectations change

State Street Risk Appetite index

clock 08 February 2024 • 1 min read
Trustpilot