The Contrarian Case for Adding Tech Stocks to a Value Fund
The Contrarian Case for Adding Tech Stocks to a Value Fund
Tech stocks that fit in a value fund often have lower valuations to begin with, and for this reason we believe they may offer great potential for returns.
Tech can be contrarian—if the price is right | Orbis | Invest Differently
We are contrarian investors, and technology shares are often popular. Given that, you might expect us to shun them.
Patience and contrarian growth: 40 years of PRIMECAP Fund
They wanted to balance out Vanguard's value-oriented fund lineup with a new growth fund. ... Fund has been overweighted in technology stocks for ...
The Contrarian Value Investors - Baptista Research
This is an 'all-weather' trade ideas offering of ours catering to opportunistic medium and long-term institutional investors looking for the most mispriced ...
Contrarian Investing: Smart Moves for 2024 and Beyond - Lyn Alden
Most of history's incredibly successful stock investors- the ones that went on to manage billions of dollars- were value investors, which by extension means ...
The Contrarian Case on Tech Fund Outflows - TheStreet
Papalois is not alone in her belief that tech should rise again in the second half. Fund managers, Wall Street analysts and even a certain "Mad Money" man named ...
US Equities in Q2: Why Contrarian Picks Are Better | Morningstar
A year and a half later, technology stocks are overvalued and telecommunications and consumer cyclicals are trading at roughly fair value. As a ...
Software Stocks Primed to Be Contrarian Bets - ETF Trends
Despite all the hoopla surrounding technology stocks in the first half of 2024, software names struggled. In fact, some cloud computing ...
Contrarian: Why investors should target tech stocks - Investment Week
Obviously there is the need to add the usual cautions at this point. Do I think these structural shifts will withstand a Greek-inspired ...
Contrarian value seeker - The Edge Malaysia
More technology and healthcare stocks have been added to the portfolio and the average market cap of invested stocks has also been raised from US$60 billion ...
Soros Fund Management's Dawn Fitzpatrick on the Risks ... - YouTube
... securities from any Goldman Sachs entity to the listener and should not be relied upon to evaluate any potential transaction. In addition ...
Contra Market: Meaning, Pros and Cons, Example - Investopedia
Instead of taking the obvious trade, the contrarian investor may look for investment opportunities that outperform if the broader stock market starts to fall, ...
Alex Wright: 'Being a value contrarian doesn't always mean buying ...
Wright's two funds are remarkably similar, with 90% crossover between their portfolio holdings, though Special Values has around 10 micro-cap ...
Contrarian Investment Opportunity In Out-of-Favor Tech Stocks
Contrarian Investment Opportunity In Out-of-Favor Tech Stocks: Interview Reveals Portfolio Manager's Top Picks · The full issue is available by ...
A Contrarian Way To Small-Cap Profits - FA Mag
The outperformance followed a long period of value's underperformance after the Great Recession as historically low interest rates and ...
The Contrarian Opportunity in Gold Stocks Today | Frank Talk Blog
Schwab points out that the two back-to-back negative periods were predicated on extraordinary circumstances: the dotcom bubble in 2001 and the housing crisis in ...
The case for contrarian value investing - The Royal Gazette
The problem with this, is that the crowd is often right. Sometimes asset classes, stocks or markets are down or up for very good reasons and ...
Buy into the “contrarian” appeal of US growth stocks | MoneyWeek
Investors should ignore the shift towards value stocks, says Max King, and stick with fast-growing American tech stocks. Here are two of the ...
Contrarian Outlook: The Bull Case for Top Ranked Chinese Tech ...
The long China tech thesis is further bolstered by the fact that so many investors have been hurt trying to buy these stocks for so long, that ...
The FPA Contrarian Value Strategy
Letting volatility dictate investment decisions has proven the bane of many mutual fund (and stock) investors.8 We want our investors' return experience to ...