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.

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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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