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.
Leading figures speak candidly to IW
Initial assessment of value publications to be released
Nearly £15bn lost in AUM - and low investor confidence to blame
Transparency and governance must come to the fore
Investors in the UK housebuilding sector have enjoyed exceptional returns since the Global Financial Crisis and 2019 was no different, with average total returns including dividends of 53%.
Five managers assess potential headwinds and tailwinds