At Research Affiliates, we don’t seek to be disruptive, but we ask questions, sometimes find conventional wisdom mistaken, and share our insights for the benefit of investors. The principles of contrarian investing help us identify potential long-term opportunities, for instance, in emerging markets.
Rob Arnott: From Innovation To Impact
Odey's Brook Absolute Return Fund was up 10.25% for the third quarter, smashing the MSCI World's total return of 2.47% in sterling. In his third-quarter letter to investors, which was reviewed by ValueWalk, James Hanbury said the quarter's macro environment was not ideal for Brook Asset Management. Despite that, they saw positive contributions and alpha Read More