An institution is never more contrarian than its weakest link—if management committees or boards don't accept contrarian approaches, they become a constraint on institutional contrarian investing.

causalpending

Speaker

Anthony Bolton

Evidence Quote

I think probably an in an institution is not more contrarian than the weakest link right so if you have a management committee which doesn't accept it then you have a problem

Source

Anthony Bolton | Podcast | In Good Company | Norges Bank Investment ManagementNorges Bank Investment Management
Created: 8/11/2026, 6:41:39 AM

My Notes

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