CAN THE OUTPERFORMANCE OF VALUE CONTINUE?

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.

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COFFEE WITH COUNTERPOINT – September 2021

Join Counterpoint portfolio managers Raymond Shapiro, Raihan Allie, Piet Viljoen and our CIO Brian Pyle, for a topical discussion on what is making the markets move, and where they are finding opportunities as a result.

COFFEE WITH COUNTERPOINT -August 2021

Join Counterpoint portfolio managers Ian Anderson, Raymond Shapiro and Andrew Dowse, for a topical discussion on what is making the markets move, and where they are finding opportunities as a result.

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