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 Management— Norges Bank Investment Management
Created: 8/11/2026, 6:41:39 AM

My Notes

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