Investors who adhere to the contrarian investment philosophy can find resonance in the experiences of Bruce Flatt, CEO, Brookfield Asset Management. In contrast to many of his counterparts, Flatt refrains from hastily investing in the latest trendy stocks or assets. His approach involves going against the prevailing market sentiment and making bets that diverge from the crowd. This strategy demands more effort than simply buying when others are selling. At its core, this seemingly straightforward approach entails a significant investment of time, rigorous research, and a considerable amount of patience.
Flatt commands considerable respect in the investment sphere, with his firm boasting an extensive history of success. Renowned for his value-oriented investment strategy and emphasis on long-term perspectives, Flatt imparts the following valuable investing insights:
Emphasizing tangible assets, such as infrastructure, real estate, and renewable energy, presents appealing aspects for investors. Unlike the frequently turbulent nature of stocks and bonds, real assets like infrastructure, property, and renewable energy typically undergo slower value fluctuations. This can offer stability and a sense of reassurance for investors with a long-term perspective.
Additionally, since the worth of tangible assets is often linked to elements like land, materials, and construction expenses, real assets tend to appreciate in tandem with inflation. This can serve as a valuable safeguard, mitigating the impact of inflation on the erosion of your investment portfolio.
In contrast to financial assets based on contracts or claims, real assets inherently hold physical value. This intrinsic value makes them less vulnerable to shifts in market
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