Piet Viljoen, portfolio manager at Counterpoint Value Fund and Sa’s top money manager spoke to BizNews’ Alec Hogg recently to unpack why he believes the JSE-listed shares will continue to perform strongly compared to Wall Street.
I’ll have some more twigs to share. Not a whole bundle. The whole bundle is a portfolio that spans, but this has some more twigs to share. It’s still there. I haven’t sold it yet. I actually haven’t been buying any of it either, but I still think it’s undervalued. And in a portfolio context, I think it still makes the most sense. So I still own it and we’ll see what happens going forward.Piet Viljoen
Listen to the full interview on BizNews Radio or read the full article: “SA’s top money manager Piet Viljoen explains why JSE will keep outperforming Wall Street”.