Dear Reader,
I believe that, as herd animals, we humans often follow a certain thought or idea without really knowing whether this thought or idea is 100% correct, but like the fact that everyone agrees. I believe we do this, because otherwise we will never all agree on something, and hence will never achieve harmony. However, acting against this “harmony” and constantly seeking 100% truth and knowledge is key in achieving excellent and market beating returns.
Contrarian ideas are those that can often bring exceptional returns. Identifying these pivot points, when a new trend is emerging or and old trend ending, is the holy grail of investing - and this the goal of AozoraStep Capital, by matching the macro with the micro, generating high returns within a 6-months timeframe.
"Aozora" is Japanese and means blue sky. AozoraStep hence translates into "step into blue sky".
David Herrmann
Founder & Managing Partner
