Scientifically confirmed: behind Contrarian strategies there is more than just gut feeling. (Photo: Freepik, Drobotdean)
Through tactical Investing anti -cyclical If market fluctuations can be exploited that contradict the consensus forecasts. Contrarian investors ignore the mainstream-you will find strong value and gymnastics candidates that are proven to be evident. In the following, 3 anti-cyclical contrarian funds are presented in more detail.
The quiet rebels of the stock exchange – away from the mainstream
While the width flows into the overheated tech shares, some resourceful investors smell the real bargains away from the mainstream. Keyword: turnaround shares. These often crisis-lined companies with a lot of headwind have enormous but often overlooked comeback potential. Contrarian investors do what Warren Buffett has always preached: they buy when others sell and vice versa.
John Buckingham, portfolio manager at Kovitz Investmentsit sums up: “Growth stocks? I get very different when I see these crazy reviews. ” He prefers to use solid value shares that lie on the ground and just wait to climb up again.
Studies and alternative risk models – more than gut feeling
There is tangible evidence from research for this strategy! In his study “Maximum Drawdown, Recovery, and Momentum”, Jaehyung Choi showed that the concentration on maximum price losses and the subsequent recovery when buying stocks in the shade. In addition, Munari, Plückebaum and Weber with the recovery Average Value at Risk have developed a risk mAS that explicitly takes into account recovery phases.
This approach enables more robust return-risk profiles, which are also convincing in troubled market phases. Whether in specialized recovery or turnaround funds or in actively managed contrarian portfolios-if you look at the market from a different perspective, you sometimes discover the hidden winners of tomorrow.
Specialized funds as tools – the professionals at work
Specialized funds such as the Schroder Global Recovery, the TT Contrarian Global or the Fast Global Fund use this strategy to press long -term returns from market pessimism.
Recovery and contrarian investments in the fund coat:
Conclusion: The long breath decides – patience is trump card
Contrarian strategies are not a sprint, but a marathon. All 3 funds – the Schroder Global Recovery Fund, the TT Contrarian Fund and the Fast Global Fund – are exemplary for an investment approach that cannot be blinded by short -term trends, but is based on fundamental ratings and a long -term horizont.
While the Schroder Global Recovery Fund systematically relies on the comeback of undervalued companies and successfully implemented the TT Contrarian Global Fund under the leadership of an experienced manager like Peter E. Huber Antizyclic thinking, the almost global find shows how courageous out-investing combined with dynamic shorts Strategies can be used to benefit from incorrect reviews on the market.
In 2025 – and beyond – the market offers attractive opportunities for those who have the courage to question the mainstream and go their own way.
Disclaimer:
No investment advice. No call to buy or sell securities.