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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.

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

SA INC – TOO CHEAP TO IGNORE

Join Portfolio Manager Piet Viljoen as he discusses which South African equities are too cheap to ignore, where he sees value and how he is positioning the Counterpoint SCI Value Fund to take advantage of these compelling opportunities.

WEBINAR: FISHING WHERE THE FISH ARE

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.

ACRONYMS ARE NOT A SAFE SPACE

Portfolio Manager Piet Viljoen reflects on how most investing concepts expressed in terms of acronyms have historically had poor track records. 19 August 2020

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