| Managers backing miners bears hallmarks of a classic contrarian trade that investors should be wary of missing. Some of the country’s leading fund buyers are backing gold miners and commodity-related equities to bounce back from heavy losses – and it bears all the hallmarks of a classic contrarian trade that investors should be wary of missing out on.
Multi-managers including Jupiter’s John Chatfeild-Roberts and Cazenove’s Marcus Brookes have bought into gold equities in the past few months, primarily backing BlackRock’s star commodities manager Evy Hambro and his £1.5bn BlackRock Gold & General fund...............................................Full Article: Source
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