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6.724
-0.050
-0.72%
10/02 - Closed. Currency in ZAR
Type:
Fund
Market:
South Africa
Issuer:
Sanlam Collective Investments
ISIN:
ZAE000289658
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 363.55M
Counterpoint Sanlam Collective Investments Value F
6.724
-0.050
-0.72%
- Overview
- Profile
- Historical Data
- Holdings
Merchant West Sci Value Fund H Overview
On this page you'll find an in-depth profile of Merchant West Sci Value Fund H. Learn about the key management, total assets, investment strategy and contact information of 0P0001KZW7 among other information.
Investment Strategy
This is a specialist equity portfolio with a "value" bias and will consist of financially sound equity securities listed on exchanges and assets in liquid form. The portfolio's objective is to maximise returns in excess of the FTSE JSE SWIX Index over time, particularly during periods of weaker equity market growth. The portfolio aims to have a slightly lower risk profile than typical equity funds by mainly investing in shares with a low price to earnings ratio, shares trading at a discount to their net asset value and shares whose prices do not reflect future earnings potential. The portfolio may invest in derivatives that will only be limited by the statutory limitations placed on the inclusion of financial instruments in portfolios. At all times at least 80% of the portfolio's investments will be in listed equity securities.
Contact Information
Address
Building No.3 Tijger Park,Willie Van Schoor Avenue,Tygervalley, Cape Town
Cape Town,
South Africa
Cape Town,
South Africa
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian Pyle | - | 2023 | Now |
| Biography | Brian currently manages the Old Mutual Industrial Fund. Brian was previously the Sector Head of Small Cap Research. Besides managing the Old Mutual Small Caps Unit Trust Fund, he was also responsible for managing the small cap component of OMIGSA’s institutional funds. Brian studied at the University of Natal (Pietermaritzburg) and completed articles with KPMG before joining Old Mutual Investment Group as an analyst in 1998. He became a portfolio manager in early 2000. | ||
| Piet Viljoen | - | 2012 | Now |
| Sam Houlie | Head | 2017 | 2021 |
| 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. | ||
| Nino Frodema | Portfolio Manager | 2008 | 2017 |
| Raymond Shapiro | - | 2014 | 2016 |
| 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. | ||
| Sisa Rafuza | Portfolio Manager | 2005 | 2008 |
| Liston Meintjes | - | 2005 | 2007 |
| Liston Meintjes | - | 2003 | 2005 |
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