The problem with the contrarian approach to investing is that it works best when investor sentiment reaches extreme levels, such as panic or euphoria. It is not as useful when the majority of investors are somewhat worried or complacent, as they are today.
This is why, to fine-tune our discipline, we try...
Dennis Delafield and Vincent Sellecchia discuss the quarterly results of the Delafield fund for the period ending 6/30/13 in their latest shareholder letter.
James Hunt, portfolio manager of the Tocqueville International Value (TIVFX), was featured in the Investor Insight section of the April 30th edition of Value Investor Insight. In the piece James, along with analyst Jean-Francois Coste, discuss the investment strategy of the fund and possible opportunities in Japan and Europe.
Kathryn Spica, CFA, a mutual fund analyst at Morningstar, published a review of the Tocqueville Fund (TOCQX) entitled "Short-term stumbles don't detract from this fund's strong long-term prospects." on 4/23/2013.
Dennis Delafield and Vincent Sellecchia discuss the quarterly results of the Delafield Fund for the period ending March 31, 2013 in their latest shareholder letter.
Read the letter [PDF]
John Hathaway, co-portfolio manager of the Tocqueville Gold Fund (TGLDX) discusses the gold market and what sets TGLDX apart from its competition in an interview with Jeff Tjornehoj from Lipper. The interview is part of a series of interviews with 2013 Lipper Fund Awards winners.
The Tocqueville Gold Fund was awarded the 3...
The following video of Steve Forbes's interview with Robert Kleinschmidt was originally posted in two parts, "Forget Apple, Buy Microsoft! and Hold Gold, Says Contrarian Kleinschmidt" and "Ignore the Naysayers; DeVry and Procter Lead Tocqueville Chief's Contrarian Stock Picks" on Forbes.com.