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I don't invest in US markets, but of the equivalent index here, the contrarian fund this past financial year has certainly outperformed the index. Though it al
by 22c 5y ago
I don't invest in US markets, but of the equivalent index here, the contrarian fund this past financial year has certainly outperformed the index.
Though it almost seems like luck. If you had asked me 2 years ago, my contrarian funds were in the red.
I think the pandemic has really created both good contrarian opportunities as well as good value investment opportunities; both strategies seem to be working well at the moment.
- carnitine 5y agoSpitznagel’s entire strategy is designed to lose all of the money allocated to it unless there is an extreme market event, hence why it should be a small allocation in a larger portfolio. It’s pointless to compare it to SPY or whatever.