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Counterpoint Sanlam Collective Investments Dividend Equity Fund C (0P0000XBPG)
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20/09 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 239.18M
Type:
Fund
Market:
South Africa
Issuer:
Sanlam Collective Investments
ISIN:
ZAE000170536
Asset Class:
Equity
Counterpoint Sanlam Collective Investments Dividen
1.342
+0.010
+0.85%
- Overview
- Profile
- Historical Data
- Holdings
0P0000XBPG Overview
On this page you'll find an in-depth profile of Counterpoint Sanlam Collective Investments Dividend Equity Fund C. Learn about the key management, total assets, investment strategy and contact information of 0P0000XBPG among other information.
Investment Strategy
The Fund aims to generate a large portion of its returns in the form of dividends, with some capital growth over the longer term. The portfolio will invest in shares with positive dividend characteristics and may use derivatives to hedge out any market risk on shares where the view on capital growth is not positive. The portfolio’s investment universe will apart from assets in liquid form, consist mainly of equity securities and property securities, as well as preference shares. The manager may also invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes which are consistent with the portfolio’s investment policy. Where the aforementioned schemes are operated in territories other than South Africa they will be included only where the regulatory environment is of sufficient standard to provide investor protection at least equal to that in South Africa
Contact Information
Address
2 Strand Road
Cape Town,Western Cape 7530
South Africa
Cape Town,Western Cape 7530
South Africa
Phone
+27 (21) 916 1800
Fax
+27 (0)21 947 8224
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sam Houlie | Head | 2017 | Now |
| Biography | Sam has been appointed head of the Unconstrained Strategies team at Momentum Asset Management and brings 16 years’ of domestic and global investment experience to the firm. Sam was at Investec Asset Management until September 2011, where he held the positions of director, head of South African equities and portfolio manager in the Global Contrarian team. He started his career in the investment management industry at Allan Gray and moved to Abvest (now ABSA Asset Management), where he fulfilled the roles of portfolio manager, chief investment officer and, ultimately, chief executive officer, before leaving to join Investec Asset Management in early 2006. He headed a team of investment professionals responsible for well over R100 billion in equities across the full spectrum of portfolios, from pure equity to multi-asset mandates. He was the lead portfolio manager and key decision maker for close on R40 billion in client assets, including the Investec Global Franchise Fund and Investec Cautious Managed Fund. He also managed the Discovery Equity Fund from its inception in November 2007. | ||
| Raymond Shapiro | - | 2017 | Now |
| Biography | Raymond started his career at The Standard Bank Group, completing his articles under the group’s TOPP programme, specializing in financial management. During this time he gained exposure to various areas of the bank including treasury, tax, African operations and asset management. He joined Melville Douglas Investment Management in 2007 as an equity analyst, later also becoming a portfolio manager. During his time at Melville Douglas he gained experience in both domestic and global portfolio management, specializing in local and international stock selection and research. He was instrumental in building the firm’s global direct equities capability, including its global equity fund. Raymond is the Head of Equities at Counterpoint. | ||
| Steve Mills | CIO (Chief Investment Officer) | 2012 | 2017 |
| Biography | Steve started his investment career at Old Mutual in 1988 as an equity analyst. He was a founder member of Investec Asset Management and thereafter spent most of his career in the position of Chief Investment Officer in companies including Norwich Investments and Fleming Martin Asset Management. Steve was also the Managing Director of Capital Alliance Asset Management during its founding years. More recently, Steve headed the Absolute Return Boutique at Sanlam Investment Management, which grew from a fledgling business to a leader in its category with over R15bn in assets under management. During this period, Steve was awarded the coveted Raging Bull Award for the Balanced Fund Category for 5 year investment performance. Steve joins Counterpoint in the capacity of Chief Investment Officer. | ||
| Alex Pestana | Portfolio Manager | 2012 | 2017 |
| Biography | After completing his Ph.D., Alex did his postdoctoral studies in Paris with Nobel-prize winner Sir Derek Barton. Alex started his investment career at Capital Alliance Asset Management as a quantitative analyst and economist. He joined Fleming Martin Asset Management in 1997 as head of Fixed Interest, where he took the bond fund to first place in the bond fund unit trust category. Alex joined Sanlam Investment Management’s fixed interest team in 1999, and after three years joined the SIM strategy team. He received the coveted SIM CEO award for his contribution to the Sanlam group in 2002. He was appointed chief investment strategist in 2004, a position he held until 2007 when he joined Steve Mills in the Absolute Return boutique, where they jointly managed a range of multi asset class funds. Alex joins Counterpoint Asset Management in the role of portfolio manager responsible for fixed interest. | ||
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