Contrarius reveals why their top holdings feature high-growth AI pioneers right next to traditional liquor and tobacco stocks. Discover how this independently minded firm avoids groupthink to build a unique portfolio uncorrelated to broader markets and peer groups.
Disclaimer:
This is a financial promotion/marketing communication. Past performance is not a reliable indicator of future results. Fund share prices fluctuate and are not guaranteed. Returns may decrease or increase as a result of currency fluctuations. When making an investment in the Contrarius Funds, an investor’s capital is at risk. This article does not constitute advice nor a recommendation to buy, sell or hold, nor an offer to sell or a solicitation to buy interests or shares in the Contrarius Funds or other securities in the companies mentioned in it. This article has not been prepared in accordance with legal requirements designed to promote the independence of investment research. The Contrarius Funds, entities and employees of the Contrarius Group are not subject to restrictions on dealing in relevant securities ahead of the dissemination of this article. Information in this article is based on sources believed to be accurate and reliable and provided “as is” and in good faith. The Contrarius Group does not make any representation or warranty as to the accuracy, reliability, timeliness or completeness of the information in this article. The Contrarius Group disclaims all liability (whether arising in contract, tort, negligence or otherwise) for any error, omission, loss or damage (whether direct, indirect, consequential or otherwise) in connection with the information in this article. Please refer to the relevant Contrarius Fund’s Prospectus, Supplemental Prospectus and Key Investor Information Documents and seek your own independent financial advice tailored to your personal circumstances before deciding whether to invest in the Fund. These documents are available from www.contrarius.com.
Approved for issue (April 2026) in the United Kingdom by Contrarius Investment Advisory Limited which is incorporated in England (company number 6581705) and is authorised and regulated by the Financial Conduct Authority. Registered office: 22 Chancery Lane, London, England WC2A 1LS.
