Relative Return: What it means to be a contrarian investor
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Relative Return: What it means to be a contrarian investor
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About this listen
In this episode of Relative Return, host Laura Dew chats with Zahid Kassam, portfolio manager at MFS Investment Management, to unpack the intricacies of contrarian investing and how financial advisers can uncover hidden gems.
Listen as they discuss:
- Kassam’s own journey to becoming a contrarian investor.
- Why volatility is a contrarian’s friend.
- The differences between contrarian and value investing.
- The opportunities present in the European market.
- The role of a contrarian fund in a financial adviser’s portfolio.
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