Looking from his New York City headquarters, Sean Riskowitz has an eye on South African investments and he is disappointed. After posting big annual returns – 68.1%, 34.3% 50.5% and 23% from 2011 to 2014 – he is disappointed the market did not recognize the value in his holdings in 2016. With just 0.8% 2016 performance after the Johannesburg All Share Index surged ahead by 12.7%, the manager of  Riskowitz Capital sees brighter days ahead, he said in a letter to investors reviewed by ValueWalk . . .

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