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Investment Podcast #8 - Contrarian Investing

Investment Podcast #8 - Contrarian Investing

Ensombl Advice Australia · Ensombl

February 11, 202437m 54s

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Show Notes

In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston from Orbis Investments, and Morningstar's Ryan Murphy. Our experts discuss the behavioural theories underpinning contrarian investing and its performance characteristics during different market cycles. The processes used by contrarian investors to find value, and the importance of style diversification in portfolios, is also explored.

Ryan Murphy LinkedIn: https://www.linkedin.com/in/ryan-murphy-77245b2/ Orbis Investment LinkedIn: https://www.linkedin.com/company/orbis-investment-advisory/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

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