Ian Cowie

Time to bet against excessive pessimism

Ian Cowie agrees with the contrarian investor Anthony Bolton that this is a moment to buy shares, not sell them

issue 11 October 2008

Just as directors’ dealings often reveal more about the immediate outlook for their companies’ shares than can be gleaned from annual reports, it often makes sense to follow what fund managers do, rather than what they say. So it was a pleasant surprise over lunch the other day to find myself in step with one of the most successful investors alive in Britain today.

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