Contrarian Investment Management
With a Proven Track Record
Global deep value investing for qualified clients seeking asymmetric opportunities. While Wall Street chases quarterly trends, we invest for decades in unloved sectors trading at 70%+ discounts to intrinsic value.
Performance Since Inception
Two Distinct Investment Strategies
Choose strategies that align with your investment objectives
Asymmetric Portfolio
Early positioning in deeply undervalued sectors with explosive upside potential. Our flagship strategy for capital appreciation.
Global positioning • Sector rotation • 5+ years horizon
View Full PerformanceDividend Strategy
Carefully selected dividend-paying equities. Built for conservative cash flow.
Cashcow companies • Global diversification • Lower volatility
View Full PerformanceWhy Contrarian Deep Value Works
Three principles that drive our asymmetric returns in global markets
Contrarian Positioning
We invest in sectors and geographies that institutional investors avoid, finding value in unloved assets trading at deep discounts.
Learn Our Methodology →Global Mandate
Geography-agnostic investing across 40+ countries. If value exists in Kazakhstan or Peru, we go there—no home country bias limiting returns.
See Global Portfolio →Skin in the Game
Principals Chris MacIntosh and Brad McFadden invest their personal capital alongside clients - ensuring alignment with the interests of clients.
Meet the Team →Ready to Discuss Your Investment Objectives?
We work exclusively with accredited investors who meet our $200,000 minimum investment requirement. Our 30-minute consultation will determine mutual fit and discuss your portfolio allocation strategy.
No obligation • 30-minute call • Direct access to principals