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Contrarian
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 7, 2025 |
Overstone Global Equity Fund Samuel Ziff
|
View | AI, Valuation, Value, Contrarian | 005930 KS, 1 HK, BABA, EZJ, HEIA NA | Artificial Intelligence, contrarian, Global Equities, valuation, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Kernow Asset Management Alyx Wood
|
View | Energy, Value, Financials, Contrarian, UK | - | contrarian, energy, financials, UK Equities, Value Investing |
| 2025 Q3 | Oct 29, 2025 |
Olesen Value Fund Christian Olesen
|
View | Special Situations, Value, Small Caps, Contrarian, Arbitrage | JPM, MN, VTU, WHZT | arbitrage, contrarian, small caps, special situations, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Oldfield Partners LLP Richard Oldfield
|
View | Valuation, Value, Contrarian, Discipline | - | contrarian, Global Equities, Rotation, valuation, Value Investing |
| 2025 Q2 | Jul 8, 2025 |
Graham Capital Management, L.P. Connor Graham
|
View | Contrarian | - | contrarian, fundamentals, market fear, opportunity, volatility |
| 2025 Q2 | Aug 2, 2025 |
Meridian Contrarian Fund James England
|
View | Contrarian | BWXT, CCO CN, NVTS, PACK, QDEL, SG | contrarian, fundamentals, mispricing, Recovery, Sentiment |
| 2025 Q2 | Aug 27, 2025 |
Grandeur Peak Global Contrarian Fund Blake Walker
|
View | Contrarian | - | contrarian, fundamentals, mispricing, Patience, Sentiment |
| 2025 Q2 | Sep 10, 2025 |
Kernow Asset Management Alyx Wood
|
View | Contrarian | MTRO LN, SMWH LN | asymmetry, contrarian, Idiosyncratic, Long/Short, valuation |
| 2025 Q2 | Jul 11, 2025 |
Patient Capital Management Samantha McLemore
|
View | Contrarian | NCLH, QXO, UNH | contrarian, Discipline, dislocation, valuation, volatility |