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David Dreman: We're crisis investors, but we want solid firms."

May 20, 2005

When it comes to contrarian investing, David Dreman wrote the book. The contrarian part of his strategy means going against the Wall Street crowd. That dovetails with his focus on value. Typically, his holdings have low price-earnings ratios. "We buy stocks that are controversial," Dreman said. "When the market overreacts to worst-case scenarios, these names get sold offIf a company stumbles and we don't think it's permanent, we buy!" ...

http://www.investors.com/editorial/funds.asp?v=5/20

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