Piet Viljoen on Ascendis, Transaction Capital and his own portfolio

Piet Viljoen, fund manager of the Counterpoint value fund, joined the BizNews Power Hour as co-host. Viljoen, who has both Ascend-is and Transaction Capital in his portfolio, weighed in on the recent developments with both companies. Known to many as one of the last purists out there in respect of value investing, Viljoen applied his keen understanding to a host of topics, including Naspers and Prosus as well as which clues an investor should look out for to see whether or not management is overreaching. Learn more about your ad choices. Visit megaphone.fm/adchoices