We hosted a webinar on Thursday 20 August where portfolio managers Sam Houlie, Piet Viljoen and Raymond Shapiro discussed the best local and global opportunities they are finding in today’s tumultuous yet fascinating market backdrop.
Portfolio Manager Piet Viljoen reflects on how most investing concepts expressed in terms of acronyms have historically had poor track records. 19 August 2020
It gives us great pleasure to announce that Counterpoint will be combining its business with Bridge Fund Managers. 18 August 2020
Sam Houlie, Counterpoint’s Chief Investment Officer and Portfolio Manager of the Counterpoint SCI Cautious Fund – one of the top-performing multi-asset low equity funds over the past five years – shared his insights on the subject.
3 July 2020
Portfolio manager Piet Viljoen reflects on how, judged in isolation, markets may appear irrational right now – but may be better understood after evaluating the incentives at play. 25 June 2020
We hosted a webinar on Thursday 25 June 2020 to give investors an opportunity to put questions to our portfolio managers.
Portfolio Manager Piet Viljoen discusses his current thinking on the RECM Global Flexible Fund
13 May 2020
Debt, Government Debt, potential default and the ZAR. Lessons for South Africa from Lebanon and Argentina
Alex Pestana, 17 March 2020
Increased volatility to be expected in the Enhanced Income Fund. Alex Pestana, 13 March 2020
The potential threats to the global economy from the corona virus outbreak are continually being processed by the markets, and with a particular vengeance.
Alex Pestana, 11 March 2020