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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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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