Rethinking portfolios for a new market reality

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In episode three of The Contrarian View, Orbis’ Nicola Dormehl and Rob Perrone discuss what contrarian investing truly demands: humility, discipline and the willingness to adapt when the facts change.

3 Feb English United Kingdom Business · Investing

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Rethinking portfolios for a new market reality

Other recent episodes

S2, Ep.2: Judge the company, not the crowd

S2, Ep.1: Same information. Different conclusions

The road less travelled: Finding value where others aren’t looking

The courage to disagree