Investment Insights

  • Quarterly Investor Conference Call

    We host quarterly conference calls in order to give investors an opportunity to interact with a broad part of our investment team.

  • THE SHIFT TO VALUE INVESTING IS UNDERWAY

    Piet Viljoen

    The last 12 months have seen a shift that have driven investment returns. Although returns from value investing seem to have recovered strongly, there is strong evidence to suggest this recovery is still in its early stages. This shift has important implications for where investors should expect to find returns over the next ten years, says RECM's Piet Viljoen

  • Quarterly Investor Conference Call

    We host quarterly conference calls in order to give investors an opportunity to interact with a broad part of our investment team.

  • Quarterly Investor Conference Call

    We host quarterly conference calls in order to give investors an opportunity to interact with a broad part of our investment team.

  • Transcript of Quarterly Investor Conference Call

    Portfolio Managers

    We anticipate hosting quarterly conference calls going forwards in order to give investors an opportunity to interact with a broad part of our investment team. This does not replace any of our personal contact with any of our investors but we do believe it’s an efficient use of both our time and your time in order to make sure that we get our message across and that the communication is intact.