B Com (Hons), CFA®
Piet has over 25 years of experience in the investment industry. He started out as a lecturer at the University of Pretoria, before joining the South African Reserve Bank as an economic analyst. Piet discovered value investing at Allan Gray Investment Counsel, where he became a portfolio manager in 1991. In 1995, Viljoen moved to Investec Asset Management where he built up a following as the portfolio manager of the Investec Opportunity Fund before leaving to set up value manager RECM (Regarding Capital Management) in 2003. RECM merged with like-minded firm Counterpoint Asset Management in 2020 where Piet continues to manage funds with mandates that most suit his value-oriented style.
BSc.(Hons), B Soc.Sci., M Phil. & Ph.D.
Alex started his investment career at Capital Alliance Asset Management as a quantitative analyst and economist before joining Fleming Martin Asset Management in 1997 as Head of Fixed Interest. In 1999, Alex joined Sanlam Investment Management’s fixed interest team, and after three years joined the SIM strategy team. In 2002 he received the coveted SIM CEO award for his contribution. In 2004 he was appointed Chief Investment Strategist, a position he held until 2007. He then joined Steve Mills in the Absolute Return Boutique, where they jointly managed a range of multi-asset class funds. In 2012 he established Counterpoint Asset Management alongside Chris Stainforth and Steve Mills. Alex is a responsible for the portfolio management of the Fixed Interest Funds.