The Contrarian Research Report - Horizon Kinetics

Since 1994, The Contrarian Research Report has employed a value-oriented investment strategy based upon the unique investment philosophy created by Murray Stahl. The research process begins by identifying depressed and out-of-favor companies that possess certain “predictive attributes” such as long product lifecycles, owner-operator management teams, dormant assets, or a potential/ongoing restructuring.

The Contrarian Research Report also uncovers equities which, due to liquidity characteristics or industry categorization, have not benefitted from the influx of assets into passive investment vehicles such as exchange traded funds. The research team believes that many companies “trading on the wrong side of The ETF Divide” are presenting significant opportunities to value investors. Investment ideas are generated through the identification of companies that fit this qualitative framework. This subset of companies is then moved through a detailed quantitative and fundamental assessment of their business.

The Contrarian Research Report identifies the following companies: U.S.-Listed / Small-cap 

  • > October 22, 2015
  • Teck Resources Ltd
  • Summary
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  • > July 12, 2012
  • Oaktree Capital Group, LLC
  • Summary
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  • > October 18, 2011
  • Brookfield Residential Properties Inc.
  • Summary
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  • > July 1, 2010
  • June 2010 Contrarian Compendium
  • Summary
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  • > July 7, 2009
  • General Growth Properties, Inc.
  • Summary
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  • > June 18, 2008
  • Jarden Corp.
  • Summary
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  • > May 8, 1995
  • Texas Pacific Land Trust
  • Summary
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