State of the Markets

#87 Piet Viljoen – Buying $1 for 20 cents


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Piet has over 25 years of industry experience. He started out as a lecturer at the University of Pretoria, and then joined the Reserve Bank as an economic analyst. He became a portfolio manager at Allan Gray Investment Counsel in 1991 and in 1995 he moved to Investec Asset Management. Piet founded RECM in 2003 and is our Chairman.

In his personal life, Piet is an avid art enthusiast, and enjoys ultra distance sporting events. He has completed 3 ABSA Cape Epic mountain bike races, 1 Iron Man, 1 Comrades marathon, 3 Two Oceans ultra marathons and recently swam from Robben Island to Blouberg. But his ultimate passion remains investing, and more specifically, value investing.

RE Capital Management

http://www.recm.co.za/

State of the Markets Podcast

Paul Rodriguez of https://ThinkTrading.com

https://twitter.com/prodr1guez

Tim Price of https://Pricevaluepartners.com

https://twitter.com/timfprice

Piet's Media Pick:

Ford vs Ferrari

https://imdb.to/38i6wcz

Tim's Media Pick:

The Favourite

https://imdb.to/3crpPDs

Paul's Media pick

The Gene Revolution

https://bbc.in/2Tk6Inx

Podcast links:

https://sotmpodcast.com

https://anchor.fm/stateofthemarkets

https://apple.co/2OUGW6R

All podcasts available on youtube:

https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

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