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Contrarian, long-term, valuation-based multi-asset fund: domestic shares held directly plus global exposure via Contrarius Global Balanced Fund (Australia Registered); not benchmark cognisant
Contrarian, long-term, valuation-based Australian equities; growth- and value-oriented shares bought below assessed intrinsic value; not benchmark cognisant
Figures are as published by each manager for the period ending on the date shown, on the basis they state (net or gross of fees). Periods over one year are annualised. Past performance is not a reliable indicator of future performance.
From the commentary and reports Thesis Tracker has recorded. For information only.
Thesis Tracker follows 2 funds from Contrarius Investment Advisory: Contrarius Australia Balanced Fund - Class A, Contrarius Australia Equity Fund - Class A.
Thesis Tracker has recorded 20 comments from Contrarius Investment Advisory on 17 ASX companies since 30 Jun 2023. The most recent was published on 4 Nov 2026.
General information only. Thesis Tracker is a database of what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
12,536 comments from 168 managers on 778 companies, snapshot 4 Nov 2026.
Contrarian, long-term, valuation-based multi-asset fund: domestic shares held directly plus global exposure via Contrarius Global Balanced Fund (Australia Registered); not benchmark cognisant
Contrarian, long-term, valuation-based Australian equities; growth- and value-oriented shares bought below assessed intrinsic value; not benchmark cognisant
Figures are as published by each manager for the period ending on the date shown, on the basis they state (net or gross of fees). Periods over one year are annualised. Past performance is not a reliable indicator of future performance.