About
us

Introduction

Your journey to achieving financial independence requires vision, commitment, and a clear understanding of the path ahead. It requires careful planning and navigation of the everchanging market landscapes to ensure you reach your chosen investment destination safely.

We are committed to taking that journey alongside you, ensuring that every step we take together moves you closer towards achieving your investment goals.

We are passionate about investing. We prioritise our clients’ interests. Our team strives for excellence and possess a great depth of skills and experience across the full asset class spectrum to deliver consistent investment outcomes for you.

Counterpoint Asset Management was founded in 2012 and has developed into a multi-strategy asset management business which places the highest priority on the stewardship of clients’ assets. Counterpoint has carefully selected the areas of investment where it believes it has a competitive advantage.  We have developed the necessary scale to be able to deliver excellent outcomes for our clients across a variety of investment strategies and mandates. 

Counterpoint’s controlling shareholder is Merchant West Holdings (Pty) Ltd, one of the largest and most successful independent financial services businesses in South Africa. Counterpoint is well diversified, stable and has enjoyed pleasing growth emanating from a growing domestic and global client base.

Over the years Counterpoint has acquired and consolidated other investment businesses into its operations in order to add depth and scope to the investment team.  We now boast excellent investment skills across the value, quality, dividend income, listed property and fixed income specialties.

At Counterpoint we are always looking forward and adapting to evolving market conditions.  Understanding new technologies and responding to the opportunities and threats posed by societal evolution is a critical success factor.  We are committed to investing in our people and processes to ensure we remain relevant into the future.

OUR
INVESTMENT PROCESS

Integrity and trust are important building blocks of any brand in the investment management industry. Counterpoint’s research and investment framework allows us to deliver risk-adjusted real returns across the asset class spectrum without taking out-sized risks on our clients’ behalf. Our smaller size allows us to take meaningful positions in securities that offer attractive return outcomes without impacting portfolio liquidity disproportionately.

Every security trading below its fair value needs to be assessed against the broad macro environment to ensure that it remains 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.

 

Our research and investment framework, our way of thinking and the way in which we interpret publicly available information gives us an edge. This interpretation is unique to Counterpoint and a product of the composition and diverse 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 our research and investment framework, offers a compelling risk-adjusted version of value investing that is unique to Counterpoint and that represents an evolution of multi- strategy investing that is highly relevant today.

OUR VALUES

01

We are passionate about investing

02

We strive for excellence

03

We prioritise our clients’ interests

04

We maintain the highest levels of integrity

05

We take pride in our people and invest in their future

06

We appreciate the value of diversity and teamwork

5th Floor, Protea Place, 40 Dreyer Street
Claremont, Cape Town, 7735

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