Profiel
Mr. Sam Houlie is Chief Investment Officer at Counterpoint Boutique (Pty) Ltd.
He joined the firm in 2016.
He started his investment career with the Allan Gray Investment Counsel (AGIC) in 1997.
In 2001, Mr. Houlie moved to Abvest Associates (now called Absa Asset Management) and was instrumental in establishing their equity business, building a solid investment process and domestic equity track record.
After a period as Chief Investment Officer, he was appointed as the CEO of Abvest in 2004.
He then joined Investec Asset Management In 2006 as a Director, and fulfilled the dual roles of Head of South African Equities and Global Equity Portfolio Manager.
In 2012, he started his own globally focused investment firm, later folded into Momentum Asset Management, where he headed their Momentum Contrarian business unit based in Cape Town and the arrangement with Momentum concluded at the end of 2015.
He is a qualified Chartered Accountant and CFA charter holder.
He graduated from the University of Cape Town in 1990.
Eerdere bekende functies van Sam Houlie
| Bedrijven | Functie | Einde |
|---|---|---|
Merchant West Investments (Pty) Ltd.
 Merchant West Investments (Pty) Ltd. Investment ManagersFinance Merchant West Investments (Pty) Ltd. is a boutique asset management company founded in 2012, based in Cape Town, ZA. The South African company has subsidiaries in the United Kingdom and South Africa. Merchant West Investments is a multi-strategy asset management business that places the highest priority on the stewardship of clients' assets. The private company offers a range of investment strategies, including the Value Fund and the SCI Property Income Fund, which provide long-term capital growth and high income returns, respectively. The company's controlling shareholder is Merchant West Holdings (Pty) Ltd, one of the largest and most successful independent financial services businesses in South Africa. Paul Stewart has been the CEO of the company since 2020. | Chief Investment Officer | 31-03-2021 |
Momentum Asset Management Pty Ltd.
 Momentum Asset Management Pty Ltd. Investment ManagersFinance Momentum Asset Management Pty Ltd. (MAM) is an asset management firm headquartered in Centurion, South Africa. The firm was founded in 2011 and is a subsidiary of MMI Group Ltd., which is owned by Momentum Metropolitan Holdings Ltd. (JSE: MTM). MAM provides investment solutions to individual and institutional clients. | Head-Equity Investments | 01-01-2015 |
Absa Asset Management Pty Ltd. (Investment Management)
 Absa Asset Management Pty Ltd. (Investment Management) Investment ManagersFinance Absa Asset Management (Pty) Ltd. (Investment Management) (Absa-IM) is the investment management division of Absa Asset Management (Pty) Ltd., which is owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 1997 as Abvest Associates Pty Ltd. Headquartered in Johannesburg, Absa-IM manages institutional assets on behalf of pension funds, provident funds, medical aid, collective investment schemes and trusts. | President | 01-04-2006 |
Ninety One SA (Pty) Ltd.
 Ninety One SA (Pty) Ltd. Investment ManagersFinance Ninety One SA (Pty) Ltd. is the wholly-owned asset management subsidiary of Ninety One Ltd. (JSE: NY1) in South Africa. The firm was founded in 1991 and was formerly known as Investec Asset Management (Pty) Ltd. Headquartered in Cape Town, Ninety One is a specialist asset management firm which provides a range of portfolio management services and products to institutional and individual investors. They are socially responsible and are aware of their broader responsibility to society and seek to make a positive impact by focusing on initiatives that support local communities and their environments. | Head-Equity Investments | - |
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| Bedrijven in privébezit | 4 |
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Absa Asset Management Pty Ltd. (Investment Management)
Absa Asset Management Pty Ltd. (Investment Management) Investment ManagersFinance Absa Asset Management (Pty) Ltd. (Investment Management) (Absa-IM) is the investment management division of Absa Asset Management (Pty) Ltd., which is owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 1997 as Abvest Associates Pty Ltd. Headquartered in Johannesburg, Absa-IM manages institutional assets on behalf of pension funds, provident funds, medical aid, collective investment schemes and trusts. | Finance |
Ninety One SA (Pty) Ltd.
Ninety One SA (Pty) Ltd. Investment ManagersFinance Ninety One SA (Pty) Ltd. is the wholly-owned asset management subsidiary of Ninety One Ltd. (JSE: NY1) in South Africa. The firm was founded in 1991 and was formerly known as Investec Asset Management (Pty) Ltd. Headquartered in Cape Town, Ninety One is a specialist asset management firm which provides a range of portfolio management services and products to institutional and individual investors. They are socially responsible and are aware of their broader responsibility to society and seek to make a positive impact by focusing on initiatives that support local communities and their environments. | Finance |
Momentum Asset Management Pty Ltd.
Momentum Asset Management Pty Ltd. Investment ManagersFinance Momentum Asset Management Pty Ltd. (MAM) is an asset management firm headquartered in Centurion, South Africa. The firm was founded in 2011 and is a subsidiary of MMI Group Ltd., which is owned by Momentum Metropolitan Holdings Ltd. (JSE: MTM). MAM provides investment solutions to individual and institutional clients. | Finance |
Merchant West Investments (Pty) Ltd.
Merchant West Investments (Pty) Ltd. Investment ManagersFinance Merchant West Investments (Pty) Ltd. is a boutique asset management company founded in 2012, based in Cape Town, ZA. The South African company has subsidiaries in the United Kingdom and South Africa. Merchant West Investments is a multi-strategy asset management business that places the highest priority on the stewardship of clients' assets. The private company offers a range of investment strategies, including the Value Fund and the SCI Property Income Fund, which provide long-term capital growth and high income returns, respectively. The company's controlling shareholder is Merchant West Holdings (Pty) Ltd, one of the largest and most successful independent financial services businesses in South Africa. Paul Stewart has been the CEO of the company since 2020. | Finance |