CONTEXTUAL VALUE INVESTING
Who is Counterpoint?

In music, counterpoint is the relationship between voices that are harmonically interdependent, but independent in rhythm and contour. Most commonly identified in classical music, the term originates from the Latin punctus contra punctum meaning “point against point.”

The harmonizing or blending of independent items to achieve a different result has many connotations in the asset management industry. At Counterpoint, we look at the markets and aim to understand each counter, security, asset class and theme, seeking opportunities to combine these in portfolios that achieve a harmonious, risk-adjusted outcome.

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PRODUCTS

Counterpoint manages a range of unit trust portfolios. The range of unit trust portfolios is divided into solution funds and building block funds.

SPECIALIST FUNDS

Counterpoint SCI Value Fund
Counterpoint SCI Dividend Equity Fund
Counterpoint SCI Enhanced Income Fund
Counterpoint SCI Global Equity Feeder Fund
Counterpoint SCI Global Owner managed Flexible Feeder Fund

Solution FUNDS

Counterpoint SCI Balanced Plus Fund
Counterpoint SCI Moderate Fund
Counterpoint SCI Cautious Fund

Global FUNDS

Counterpoint Global Equity Fund
Counterpoint Global Owner Manager Flexible Fund

CONTEXTUAL VALUE INVESTING

Our investment goal is to deliver long-run real returns in excess of the risk-free rate on a risk-adjusted basis. Risk-adjusted, to us, means taking drawdown risk into account, as this is of cardinal importance.
MEET OUR TEAM

Chris Stainforth

Chief Executive Officer

Sam Houlie

Chief Investment Officer

Dr Alex Pestana

Portfolio Manager
OUR KEY INVESTMENT BELIEFS
  • Financial markets, in general, offer opportunities that can be exploited.
  • In the long run aggregate share and property prices are affected by the growth rate of the economy.
  • All tradable and investable financial securities have a niche in the risk-return tradeoff spectrum, from money market instruments to cyclical equities.
  • The key risk factor facing investors’ is the risk of permanent loss.
OUR EQUITY INVESTMENT PHILOSOPHY & PROCESS

At Counterpoint we believe that equity investing is most successful when it is most business minded. We view equities as ownership stakes in productive and dynamic enterprises. As such we conduct rigorous investment research into companies’ business models, industries, socio-economic environments and future prospects.

We believe that by focussing our efforts on companies with track records of sustained value creation and operating excellence coupled with attractive prospective opportunities we significantly increase the probability of achieving superior investment returns, while reducing the risk of sub-optimal outcomes.

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APPLICATION FORMS
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Unit Trust Application Form

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