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THE CASE FOR BALWIN PROPERTIES

In “The Case for Balwin Properties”, Piet Viljoen outlines why Balwin is an example of the tremendous value available on the JSE today and is one of the top holdings in the Counterpoint SCI Value Fund.

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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.

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

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.

THE CASE FOR BALWIN PROPERTIES

In “The Case for Balwin Properties”, Piet Viljoen outlines why Balwin is an example of the tremendous value available on the JSE today and is one of the top holdings in the Counterpoint SCI Value Fund.

VALUE INVESTING, REDEFINED

In “Value Investing, Redefined”, Piet Viljoen talks about the evolution of value investing, how growth and value are two sides of the same coin and how avoiding dogmatic thinking is key to investment success. While much has changed, he notes that the reasons why assets become undervalued remain the same

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