For a Contrarian Portfolio, the typical document list includes:

 

1. Investment Policy Statement (IPS):

• A document outlining the investment goals, risk tolerance, and strategy for identifying and investing in out-of-favor or contrarian opportunities.

 

2. Contrarian Investment Thesis:

• Detailed documentation of the contrarian strategy, including the rationale behind investing in sectors, companies, or assets that are currently out of favor with the market.

 

3. Market Sentiment Analysis:

• Reports or research showing market sentiment, used to identify investment opportunities that contradict current market trends or consensus.

 

4. Performance Reports:

• Regular reports tracking the performance of the contrarian investments, with comparisons to relevant benchmarks.

 

5. Risk Management Plan:

• A document outlining how risk is assessed and managed within the portfolio, considering the higher risk often associated with contrarian investments.

 

6. Valuation Reports:

• Documents showing the valuation of investments compared to their historical averages or peer companies, supporting the contrarian viewpoint that the market is mispricing the asset.

 

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