Dear Reader,
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 and involve pivot points. Identifying these pivot points, when a new trend is emerging or and old trend ending, is considered the holy grail of investing, as maximum returns can be generated. By matching the macro with the micro within a 6-months timeframe, AozoraStep Capital is constantly trying to identify these pivot points, seeking 100% truth, oftentimes with contrarian ideas, with the ultimate goal of achieving outstanding returns.
"Aozora" is Japanese and means blue sky. AozoraStep hence translates into "step into blue sky".
David Herrmann
Founder & Managing Partner
