Inside Contrarius’ Contrarian Global Equity Strategy

Описание: Summary & Why Investors Should Watch:

This episode of Investment Matters features Simon Raubenheimer from Contrarius Investment Management, discussing their contrarian approach to global equity investing. Since inception in 2009, Contrarius’ Global Equity Fund has delivered 12x returns*, far outperforming benchmarks, by focusing on misunderstood, undervalued businesses and avoiding herd mentality. Simon explains how deep research, long-term thinking, and independence drive their success, highlighting opportunities in AI infrastructure, memory chips, and resilient sectors like luxury goods and biotech. He also shares lessons on navigating disruption, avoiding value traps, and embracing volatility as an opportunity.

*Past performance is not an indication of future performance

Want to learn more: https://www.investmentmarkets.com.au/

For more information on Contrarius Investment Management Funds: https://www.investmentmarkets.com.au/...

Statutory Statement
The issuer of the Contrarius Global Equity Fund and the Contrarius Global Balanced Fund is, Equity Trustees Limited, ABN 46 004 031 298
, AFS Licence No. 240975. The Product Disclosure Statements (PDS) and Target Market Determinations (TMD) for these products are available at https://www.contrarius.com.au/. Prospective investors should consider the PDS before deciding to acquire any of the products.


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