Podcasts about recm

On this edition of Stock Picks, Financial Mail's Marc Hasenfuss unpacks Nu-world, RECM & Calibre and Caxton. Stock Watch

Jan van Niekerk – portefeuljebestuurder, RECM

Piet Viljoen – voorsitter van RECM

Dirk Van Vlaanderen of Kagiso Asset Management shares his thoughts on Piet Viljoen and Jan Van Niekerk's listed investment vehicle - RECM Calibre.

Jan van Niekerk - Portfolio manager, RECM

Theo Vorster - beleggingsbestuurder, Galileo Capital, Lullu Krugel - hoof-ekonoom, PWC-Africa & Jan Van Niekerk - portefeuljebestuurder en ontleder, RECM

Theo Vorster – Galileo Capital & Jan van Niekerk – portefeuljebestuurder, RECM

BizNews — South African stocks have been 'cheap' for a while, says RECM founder Piet Viljoen. He discusses stock selection ideas with BizNews founder Alec Hogg.

BizNews — South African stocks have been 'cheap' for a while, says RECM founder Piet Viljoen. He discusses stock selection ideas with BizNews founder Alec Hogg.

Moneyweb Radio — Jan van Niekerk - portefeuljebestuurder, RECM

BizNews — Piet Viljoen of RECM, known to many as one of the last purists out there in respect of value investing, engages in an interesting discussion with Biznews editor-in-chief Alec Hogg about Tiger Brands’ decline and massive brand erosion over the last decade due to the poor acquisition strategy the company adopted when it was fashionable back in 2010. Viljoen argues that Tiger Brands is the poster child for the divorce of executive remuneration with company performance. The discussion evolves into the probability of SA going the Zimbabwe/Venezuela rout, a look at the prospects of investment in South Africa after Covid-19 and Viljoen offering advice for the South African investor, should the predictions of a potential economic tailspin not materialise. - Nadya Swart

BizNews — Piet Viljoen of RECM, known to many as one of the last purists out there in respect of value investing, engages in an interesting discussion with Biznews editor-in-chief Alec Hogg about Tiger Brands’ decline and massive brand erosion over the last decade due to the poor acquisition strategy the company adopted when it was fashionable back in 2010. Viljoen argues that Tiger Brands is the poster child for the divorce of executive remuneration with company performance. The discussion evolves into the probability of SA going the Zimbabwe/Venezuela rout, a look at the prospects of investment in South Africa after Covid-19 and Viljoen offering advice for the South African investor, should the predictions of a potential economic tailspin not materialise. - Nadya Swart

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

As the details of the alleged accounting fraud at Tongaat Hulett emerge, former Tongaat executives are being targeted for criminal and civil charges. It’s refreshing to see managers being held accountable for their actions – all too often they seem to walk away unscathed, leaving pain and loss in their wakes. But it’s also a reminder of what RECM’s Piet Viljoen reminds us of: the danger of companies run by managers, for managers. In this episode, Alec Hogg and Felicity Duncan discuss the Tongaat scandal and its fallout and take a look at why so many companies seem to operate with so little accountability. They also take aim at South Africa’s institutional fund managers, who seem to be asleep at the wheel.

Piet Viljoen, founder of RECM

Moneyweb Radio — Piet Viljoen, founder of RECM

Business Day TV — Simon Brown is joined by Nadir Thokan from 27Four to guide us through all the latest news on global markets. And later in the show they'll be joined by Piet Viljoen from RECM to discuss their Global Flexible Fund.

Chris talks turkey for the Thanksgiving weekend show!  Ryan Hill from AMR co-hosts with Chris.  They share their favorite part of the Thanksgiving Day meal, plans, Giving Tuesday and more! They talk about the success of the financial markets for 2017.  Mike Burton calls in with the Slade Mortgage Minute to discuss the details of a "RECM" for purchase.  For the second hour, Chris is joined in the studio by Kristen O'Malley, President & CEO of The Cape Cod Foundation.  She shares the background, history and role of the foundation within the community. She also shares how funds are planned for distribution and the details of donor advised funds.  Great show!

Moneyweb Radio — RECM likes to buy assets cheaply and assets only really get cheap when sentiment turns negative.

RECM likes to buy assets cheaply and assets only really get cheap when sentiment turns negative.

Moneyweb Radio — RECM avoids forecasting at all times and being able to forecast or think they are able to forecast gives one a false sense of security – Piet Viljoen – chairman, RECM.

RECM avoids forecasting at all times and being able to forecast or think they are able to forecast gives one a false sense of security – Piet Viljoen – chairman, RECM.

RECM avoids forecasting at all times and being able to forecast or think they are able to forecast gives one a false sense of security – Piet Viljoen – chairman, RECM.

Moneyweb Radio — RECM avoids forecasting at all times and being able to forecast or think they are able to forecast gives one a false sense of security – Piet Viljoen – chairman, RECM.

After the well publicised performance travails at Piet Viljoen's RECM, its biggest public supporter Nedgroup Investments has been asked why the continued loyalty. Alec Hogg visited with the man who makes the ultimate decision to retain RECM, Nedgroup Investments chief Nic Andrew. Here's Nic's thoughts on the matter - and the spectacular overall results that have flowed from the its Best of Breed strategy.

RECM has been lagging its managed fund peers, whi…

RECM has been lagging its managed fund peers, which has made life tricky for the team at Nedgroup Investments whose Managed Fund is entrusted to Piet Viljoen's shop. But in this discussion with Alec Hogg, Nedgroup's Anil Jugmohan unpacks the manager section process, explains why RECM will appeal to a certain type of investor, and offers what he regards as the ideal portfolio structure right now.

Jan van Niekerk of RECM discusses all of the move…

Jan van Niekerk of RECM discusses all of the movers in today's markets.

Alec talks to Wilhelm Hertzog from RECM about mar…

Alec talks to Wilhelm Hertzog from RECM about market movements and action, Wilhelm unpacks Abil stocks crashing, and if any value can be found in the stock. He also talks to Alec about Sun International and its most recent acquisition.

Lucy is 'home alone' in the studio today, and is indeed missing Alec's seasoned expertise, can you tell? In today's show you can get the down-low on S&P's new African Index launch, where we chat to the S&P Dow Jones Indices CEO, Alex Matturri. Wilhelm Hertzog from RECM gives us his views on Sun International and Danie van Zyl from Sanlam Structured Solutions shares some scary retirement statistics.