Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Relative Return: What it means to be a contrarian investor
Manage episode 484896851 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.
350 episodes
Share
Manage episode 484896851 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.
350 episodes
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Similar to Financial Services Podcast Network
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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continue reading
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continue reading
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…
continue reading
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continue reading
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…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
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…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Go offline with the Player FM app!
Go offline with the Player FM app!
