By blending their investments in good active managers with different styles, investors can reduce the overall risk of their portfolio. Going back to 2022, an investor who blended a contrarian value strategy into their portfolio could have limited their drawdown to just 8%, and they would currently be in the black. Better still, blending in contrarian value into a passive and growth portfolio did not sacrifice returns over the wonderful past decade for growth—it enhanced them.
With the investment world-changing and a sunset fast approaching, investors must adjust their portfolios to ensure they don’t get left in the dark.
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