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Conditions are ripe for investors taking a contrarian approach – Business Day

Conditions are ripe for investors taking a contrarian approach – Business Day

It’s time to diversify with a strategy that swims against the prevailing market tide.
Not many fund managers call themselves value managers any more, other than a few diehards such as John Biccard at Ninety One, where his franchise has a place as one of the more exotic dishes — a hot vindaloo perhaps — in CEO Hendrik du Toit’s smorgasbord of investment options. Article by Stephen Cranston with insights from Gavin Wood – CIO for Kagiso Asset Management.
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