Contrarian Global Asset Management (CGAM) is a boutique fund manager based in Edinburgh Scotland, that manages concentrated portfolios of global equities with an absolute return focus. CGAM’s investment philosophy is based on the premise that preserving capital is absolutely paramount for the creation and retention of wealth. CGAM's investment philosophy is indifferent to commonly used benchmark compositions and weightings, and as such, has no geographic, capitalisation or industry constraints. CGAM will not hesitate in holding cash or bonds when there are a lack of suitable investments that meet the firms strict valuation criteria in order to preserve investors capital.

CGAM focuses on investments that have a strong long-term franchise that can be purchased at a discount to our assessment of fair value. Scores of investments are considered, many researched, but few added to the portfolios. Patience, low turnover and rigour are the hallmarks of CGAM, which generally suits long term investors.