Sam Houlie

Chief Investment Officer

Sam started his investment career with Allan Gray Investment Counsel. In 2001, he moved to Abvest and after a period as Chief Investment Officer, he was appointed Chief Executive Officer of Abvest in 2004. In 2006 he joined Investec Asset Management where he was a director and fulfilled the dual roles of Head of South African Equities and Global Equity Portfolio Manager. In 2012, Sam started his own globally focused investment firm Willow Road Capital, which was folded into Momentum Asset Management, where he headed their Momentum Contrarian business unit. Sam joined Counterpoint in 2016 as Chief Investment Officer where is also responsible for the management of multi-asset and global equity funds.

Sam Houlie

managed FUNDS

FUND

ASISA CATEGORY

INVESTOR PROFILE

FUND INFO

ASISA CATEGORY

South Africa Interest Bearing Money Market

This fund is suitable for the risk-averse investor seeking a short-term investment or a safe haven holding, while earning an above inflation return. The recommended investment horizon is three months or more.

ASISA CATEGORY

South African - Multi Asset - Low Equity

This fund is suitable for a conservative investor seeking long term capital growth with limited exposure to higher risk assets and downside volatility. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 40%. The recommended investment horizon is seven years or more.

ASISA CATEGORY

South African - Multi Asset - Medium Equity

This fund is suitable for a conservative investor seeking long term capital growth with a moderate exposureto high risk assets while preserving capital. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 60%.  The recommended investment horizon is seven years or more.

ASISA CATEGORY

South African - Multi Asset - High Equity

This fund is suitable for an investor seeking long term capital growth with a medium risk tolerance. Ideal for longer term investment goals or building retirement capital. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 75%.  The recommended investment horizon is seven years or more.

ASISA CATEGORY

Worldwide Multi Asset Flexible

This fund is suitable for an investor who seeks to generate returns significantly greater than inflation over the long term, while protecting capital against permanent loss through rigorous adherence to a value-based philosophy. The Fund is unrestricted in its choice of investments by asset class, size, industry or geography and has a recommended investment horizon of seven years or more.

ASISA CATEGORY

Equity - General

This fund is suitable for investors with a high risk tolerance, seeking income plus capital growth. This Fund focuses on investing in high dividend-paying companies and can invest locally as well as up to 30% offshore. The recommended investment horizon is seven years or more.

ASISA CATEGORY

Equity - General

This fund is suitable for the investors seeking long term capital growth with a high tolerance towards market volatility. The Fund invests exclusively in South African equities with the aim of outperforming thelocal equity market over time by selecting shares based on a value philosophy. The recommended investment horizon is seven years or more.

ASISA CATEGORY

Global - Equity - General

This fund is suitable for investors seeking long-term capital growth from a diversified portfolio of global equities. It seeks to outperform world equity markets without greater risk of loss. The recommended investment horizon is seven years or more.

ASISA CATEGORY

Global - Multi Asset - Flexible

This fund is suitable for investors seeking long-term capital growth with protection against permanent capital losses, through the partnering over time with owner managers of global companies. The fund has the flexibility to hold cash in the absence of sufficient investment opportunities. The recommended investment horizon is seven years or more.

ASISA CATEGORY

Global - Equity - General

This fund is suitable for investors seeking long-term capital growth from a diversified portfolio of global equities. It seeks to outperform world equity markets without greater risk of loss. The recommended investment horizon is seven years or more.

ASISA CATEGORY

Global - Multi Asset - Flexible

This fund is suitable for investors seeking long-term capital growth with protection against permanent capital losses, through partnering over time with owner managers of global companies. The fund has the flexibility to hold cash in the absence of sufficient investment opportunities with a recommended investment horizon of seven years or more.
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