Founder and chairman of Dreman Value Management and a long-running Forbes columnist.
Contrarian Investment Strategies documents the long-run return advantage of low price-to-earnings, price-to-book and price-to-cash-flow stocks across decades of data, and attributes it to systematic forecasting errors by analysts rather than to hidden risk. The work supplies both the evidence base for contrarian portfolios and the operating rules they need, including sell discipline and position limits.
Chosen by shared topics, the entries that hold them, and the people who recommended both.



