Insights

WHAT TO DO ABOUT THE CHINESE SITUATION?

Portfolio Manager Piet Viljoen, discusses how some Chinese companies have become problematic investment propositions for global investors. He then outlines the potential impact of the Naspers/Prosus holding in Tencent and what that might mean for local investors

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CPAM ROADSHOW RECORDING – AUGUST 2022

Counterpoint Asset Management held its first in-person roadshow in Gauteng and Cape Town in August 2022, focusing on the research framework and how it contributes to improved and repeatable investment outcomes for our stakeholders, as well as the Counterpoint SCI Value Fund. Our 2022 roadshow was hosted by Managing Director, Paul Stewart with presentations by Chief Investment Officer, Brian Pyle, and Portfolio Manager, Piet Viljoen.

FUND UPDATE – JULY 2022

Following the annual review of the Offering Memorandum, the Directors have resolved to issue a revised Offering Memorandum for the Counterpoint Global Value Fund Limited.

ARE SA YOUTH SAVING? – JULY 2022

Alyssa Viljoen, Equity Analyst at Counterpoint Asset Management dissects the topic of youth, youth preferences related to investments, and the agile work and social environment that the youth find themselves in, in her thought piece.

NAVIGATING GLOBAL MARKET TURBULENCE – JULY 2022

Please join Counterpoint Asset Management Portfolio Managers Piet Viljoen, Raihan Allie and Daniel King for a topical discussion on what makes the markets move. The conversation will focus on navigating global market turbulence.

ARE THE YOUTH OF RSA SAVING? – JUNE 2022

Please join Counterpoint Asset Management for a topical discussion on what makes the markets move. As the month of June is Youth Month, we have decided to provide an opportunity to our younger Portfolio Managers and Analysts to share their views with our audience.

WHY DID THE COUNTERPOINT MERGER WORK? – MAY 2022

Please join Paul Stewart, Brian Pyle, Piet Viljoen and Ian Anderson for an update on the milestones reached by Counterpoint Asset Management. More specifically, what steps were followed for the successful merger of three asset management companies.

IS SOUTH AFRICA IN A FISCAL DEATH SPIRAL? – MAY 2022

The Counterpoint Fixed Income team, Raihan Allie and Daniel King, presents their view on local interest rate and bond market dynamics. We do a deep dive into South Africa’s fiscal situation and ask the question, “Is South Africa in a fiscal death spiral?”.

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