COFFEE WITH COUNTERPOINT – JULY 2021
Join Counterpoint portfolio managers Andrew Dowse, Richard Henwood and Daniel King for a topical discussion on what is making the markets move, and where they are finding opportunities as a result.
Menu
Counterpoint Asset Management is evolving, putting your capital first and our best foot forward.
Over the past year, we have been hard at work growing our team and investment capabilities to best support our investors on their investment journeys. As we evolve and grow, the bedrock of every decision we make is our steadfast commitment to putting our investors first.
Join Counterpoint portfolio managers Andrew Dowse, Richard Henwood and Daniel King for a topical discussion on what is making the markets move, and where they are finding opportunities as a result.
We hosted a webinar on Tuesday 13 July 2021, with portfolio manager Ian Anderson, as he discusses and comments on second quarter distributions for the Payers & Growers® portfolios.
Piet Viljoen discusses how Value has dramatically outperformed Growth since November 2020. He then outlines why there are both good fundamental and behavioural reasons why Value is set two continue its outperformance for an extended period of time.
Disclaimer & Disclosure | Privacy Policy | Registration number 2006/018046/07 | Vat Number 4670234683
© 2020 CPAM | All Rights Reserved | Website designed by Perfect Circle Design. Brand Strategy by SimonSAYS Advertising.
