BY: Shaun le Roux, Fund manager, PSG Asset Management.
Contrarian value investing can be likened to sifting through a field of pebbles hoping to find that discarded nugget of gold. Sometimes you spend a long time looking and come up empty-handed, and sometimes the nuggets are plentiful. However, you can secure the richest pickings and save yourself all that effort if you find the goose that lays the golden eggs. (more…)
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