WEBINAR: FISHING WHERE THE FISH ARE

Unpacking local and global opportunities in today’s markets

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.

Watch video

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.

5th Floor, Protea Place, 40 Dreyer Street
Claremont, Cape Town, 7735

Disclaimer & Disclosure | Privacy Policy | Registration number 2006/018046/07 | Vat Number 4670234683
© 2020 CPAM | All Rights Reserved | Website designed by Perfect Circle Design. Brand Strategy by SimonSAYS Advertising.