Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.

Episode highlights:

1:10 What is contrarian investing?

3:40 Considering the macro environment

6:00 Contrarian opportunities today

8:15 Avoiding value traps

10:15 Importance of behavioral finance

12:40 Researching extremes

14:40 Engaging with struggling companies

16:30 Importance of communication

19:10 Tarit’s career path

21:40 Tarit’s book recommendations

24:00 If you weren’t an analyst at Wellington…?