David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman’s Kemper-Dreman High Return Fund was one of the best-performing mutual funds…
Tag: Contrarian Investing
Hulbert: Sentiment a Good Sign for Contrarians
In an article for MarketWatch, columnist Mark Hulbert reports that “the typical stock-market timer remains extremely pessimistic. That, according to the contrarian’s logic, is a good sign.” Hulbert explains that,…
Tips for the Contrarian Investor
“Being a contrarian for the sake of being contrarian,” says a recent Morningstar article, “is as likely to lead you to investment errors as it is to get you booted…
Investors Who Dare to Be Different Stand a Better Chance for Success
By John P. Reese In 2006, Oaktree Capital co-chairman Howard Marks wrote a memo titled Dare to Be Great in which he delivered a simple but provocative statement about investing:…
Fundamentally Strong Picks for the Contrarian Investor
The Citigroup Economic Surprise Index, which measures how current economic data is comparing to expectations, is on the rise along with investor confidence regarding the expanding economy, writes Validea CEO…
A Contrarian View May Be in Order
The seven-year-old bull market that started in the aftermath of the financial crisis could be facing a shift over the next five years, says Validea CEO John Reese in last…