In Good Company with Nicolai Tangen The mindset of a contrarian investor – Anthony Bolton
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Jul 2, 2025 
Anthony Bolton, a legendary contrarian investor from Fidelity, shares his insights on thinking against the crowd. He discusses the risks of following popular sentiment and how discomfort can lead to unique investment opportunities. Bolton delves into current market dynamics, emphasizing potential in China and US tech stocks. He highlights the emotional resilience needed for contrarian strategies and the importance of adapting to evolving market conditions. The conversation offers a fascinating look at how dissenting opinions can enhance investment success.
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Popularity Is Investment Risk
- Popularity in investing is a risk, while unpopularity is often an opportunity.
- Contrarian investors profit because few people act against the crowd.
Traits of Contrarian Investors
- To be a contrarian investor, you must be comfortable being different and back your own convictions.
- It requires patience, unemotional thinking, and the willingness to stand apart from the crowd.
Discomfort Signals Opportunity
- The best investment opportunities often feel uncomfortable and unpopular initially.
- Waiting until an idea becomes comfortable is usually too late to maximize returns.