Fund manager Barry Norris is a contrarian. He goes against the crowd.
The result is he usually makes money for investors when stock markets are in freefall, but tends not to do so well when equities are in a bullish mood. 
His view is that equity markets are entering a new phase after 14 years of low interest rates and government money driving up the price of assets such as equities.

High inflation and interest rates, he says, could trigger a sustained bear market to match that of the early 1970s.
Although Norris is modest enough to admit he may not be right - and he hopes he is not - he does believe that the investment fund he runs is a good portfolio diversifier worthy of investor consideration, irrespective of where markets are heading. 




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'My USP [unique selling point],' says Norris, 'is that I do something that DIY investors would find extremely difficult to replicate - make money when equity prices are falling.

In bull markets, they don't necessarily need a fund like mine. But in difficult markets, like we have today, Argonaut Return comes into play. It produces returns that are uncorrelated to stock markets.' 
Currently, Norris says the only bull market that exists is in commodities - oil and metals such as nickel and lithium.

It explains why the fund's biggest exposure is to energy and mining companies - the likes of K+S, Europe's largest supplier of potash for the fertiliser industry; Brazilian oil producer Petroleo Brasileiro (often referred to as Petrobas) and Norwegian oil and gas giant Var Energi. 







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