Relative Return: What it means to be a contrarian investor
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.
Disclaimer:
The views expressed in this podcast are those of the speaker, and are subject to change at any time. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product.
Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering ...
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