Swimming against the tide can be painful, but there are long-term risks associated with investing in what everyone else thinks is a good idea.

Bank of America Merrill Lynch recently published a survey of global fund managers which found that, on average, respondents were expressing a preference for assets traditionally considered "safe".

While that may sound like a solid plan at the moment, this piece from Orbis Investments notes that "the real risk with any investment is paying a higher price than it is worth and seeing your capital permanently impaired."

Is it really a good idea to trade future return potential for near-term comfort?

If you read this, you will learn:

• • what a contrarian portfolio looks like compared to most fund manager weightings
  • why recent performance shouldn't be the sole predictor of future success
  • a contrarian case study of two well-known stocks
    

     

    

     

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