The following is an excellent survey of money managers by the Applied Finance Group. They cover a wide range of topics, some of which can be seen as contrarian signals and some of which are great outlooks on the current investment world:
VEsurvey –
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.