A contrarian strategy, tasty stocks and a worthy cause

Research Director Nathan Bell recently broke bread with his predecessor, Greg Hoffman. Some investing perspective and a few intriguing stock opportunities arose in the course of the conversation as well as a truly contrarian strategy in this environment.

I’m really well, thanks. My wife and I capitalised on my long service leave last year and took an extended holiday – we called it a ‘mini retirement’. We got to spend a lot of time in the UK with her family as well as my brother and sister-in-law who live there, too. We also visited a lot of friends in far-flung places, from Norway to Austria and Kenya.

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