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contrarian investing

This content is from: Portfolio

Are Endowments Contrarians?

Colleges and universities use their long time horizons to invest during crises and sell assets at highs before major shocks, according to new research.
By Julie Segal
September 28, 2020
Sponsored

Reflecting on 20-Years of Strategic Value Investing in Japan

Kentaro Takayanagi, Chief Portfolio Manager and architect of Nomura Asset Management’s Japan Strategic Value strategy since its inception in 2000, shares what he’s learned in that time, and how that knowledge might be useful in the future. The strategy currently oversees more than $3 billion in AUM.
Sponsored by Nomura
February 22, 2021
This content is from: Culture

How to Survive as a Contrarian

Many asset managers have met their death by going against the herd too early. QMA argues there’s an easier way out.
By Julie Segal
October 28, 2019
This content is from: Portfolio

JPMorgan Takes Contrarian View of Energy Stocks

The bank’s asset management unit has found opportunity in “the most profoundly out-of-favor segments of the world’s stock markets.”
By Christine Idzelis
January 24, 2020
This content is from: Portfolio

Record Percentage of Fund Managers Call U.S. Tech Stocks the ‘Most Crowded’ Trade

Bank of America strategists suggest shorting tech and making contrarian long bets.
By Christine Idzelis
July 14, 2020
This content is from: Corner Office

Aaron Stern Launched His Fund During a Pandemic. The Former Fir Tree Partner Says His Timing Was Just Right.

Stern has long invested off the beaten path, a strategy he hopes will help him navigate a world changed by Covid-19.
By Julie Segal
January 22, 2021
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