John Baron's Investment Trust Portfolio 

Contrarian pointers for 2018

Contrarian pointers for 2018

Last month’s column highlighted the futility of trying to predict market levels and, by implication, of allowing portfolio management to be guided by such forecasts. It explained the tried-and-tested investment principles and disciplines that instead guide the eight real investment trust portfolios on the website – including the two covered by this column. In the round, and while never complacent, such an approach has served the portfolios well over the years.

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