Investor sentiment on shipping stocks is probably at an all-time low, and that’s just fine with a couple of the buy-side firms that are still in the lonely room.

That’s because the opportunities ahead may well be the most compelling ever, said investors David Marcus of Evermore Global Advisors and Richard Diamond of Castlewood Capital Partners as the 32nd annual Marine Money Week conference opened today in New York.

“You have to buy things when people hate them and people hate them now,” said Marcus, the Evermore chief executive.