COFFEE WITH COUNTERPOINT – FEBRUARY 2021

Counterpoint portfolio managers Piet Viljoen, Andrew Dowse and Richard Henwood discuss what is making the markets move, and where they are finding opportunities as a result.

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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.

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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