Counterpoint is a boutique asset management business.
Our offerings cover the full asset spectrum and comprise of three multi-asset class (balanced) funds, two domestic equity funds, a fixed interest income fund and two Global Equity Funds (each with Rand Feeder options).
At inception our expertise was weighted towards asset allocation and the construction of multi-asset portfolios. In subsequent years, we added Equity skill and experience, to augment our stock picking and credit analysis ability. Today our multi asset funds provide full expression of the team insights within the asset class and macro strategy building blocks.
We have opted for a high service/low client base model, allowing us to focus on fewer supporters, but with real value add. Increasingly, advisors and consultants using asset managers need to be fully versed in investment strategies and positioning, which is truly only possible if all parties are fully informed. All our advisors have direct lines to the fund managers and are invited to attend and participate in our investment strategy meetings. Interactions have the added benefit of keeping us attuned to the needs and aspirations of the ultimate client – the end investor.
We run a lean business in which each individual makes a meaningful contribution. We invest in areas that are critical such as technology, risk management and operational systems, while outsourcing to leaders in areas in which we cannot provide a similar or better service in-house.
We are owner-managed and our business and personal success is determined by the services and products we deliver to the market.