Best of 2021: Piet Viljoen – ‘Investing in SA residential property doesn’t make sense.’

BizNews' Jackie Cameron had a fantastic interview with Counterpoint value fund manager Piet Viljoen, in which they went back to basics. With many of us paying – perhaps – too much attention to Mr Market’s movements, it is refreshing to get Viljoen’s perspective on everything from the fundamentals of value investing to the benefits (or lack thereof, in Viljoen’s view) of investing in residential real estate in South Africa. Also, it’s always a plus to hear what this expert has on his radar and in his portfolio.