As long-term custodians of your hard-earned capital, we are committed to both protecting and growing your wealth over time. Our experienced team share a great passion for investing and even as we evolve and grow, the bedrock of every decision we make is our steadfast commitment to putting your capital first.
Integrity and trust are important building blocks of any brand in the investment management industry. Counterpoint’s Contextual Value framework allows us to deliver risk-adjusted real returns without taking out-sized risks on our clients’ behalf. Every security trading below its fair value needs to be assessed against the broad macro environment to ensure that it is still attractive given the current circumstances and various factors at play in the market. Value can therefore not be assessed in isolation from the investing environment at the time. In addition to this, one has to take note of the context in which value is assessed.
Our edge is in our Contextual Value framework, our approach, our way of thinking and the way in which we interpret publicly available information. This interpretation is unique to Counterpoint and a product of the composition and collective experience of our team. Our edge is also behavioural. We seek to exploit the behavioural biases of market participants in general (herding and chasing momentum). Our disciplined approach, applied within a Contextual Value framework, offers a compelling risk-adjusted version of value investing that is unique to Counterpoint and that represents an evolution of value investing that is relevant today.