The Q3 2024 edition of the On Point Newsletter is now available. Here’s what you can look forward to in this edition: Chief Investment Officer’s Report by Raymond Shapiro Bond Market Strategies to Suit Your Risk Appetite by Daniel King What Are You Paying for Toothpaste? by Alyssa Viljoen Global Listed Property (REITs) – A Good Time to Add to Your Long-Term Investment Portfolios? by Richard Henwood and the Payers & Growers® 2024 Distribution Update by Ian Anderson Click here to read the full newsletter: https://lnkd.in/dR4cStW6
Merchant West Investments
Investment Management
Cape Town, Western Cape 3,337 followers
Secure Your Tomorrow
About us
🏅 27th Annual Raging Bull Awards Winner 🏅 For the Best South African General Equity Fund on a Risk-Adjusted Basis over 5 years. 🏅 Founded in 2012, Merchant West Investments (formerly known as Counterpoint Asset Management) is a multi-strategy asset management business that places the highest priority on the stewardship of clients’ assets. We carefully select the areas of investment that provide a competitive advantage, delivering excellent outcomes for our clients across a variety of investment strategies. Our research and investment framework, our way of thinking, use of data and the way in which we interpret publicly available information are some of the elements that set us apart from our peers. Our investment philosophy is centred around the discovery and understanding of new technologies, resulting in our strengthened ability to respond to the opportunities and threats posed by societal evolution. Continuous learning and sharing knowledge are fundamental components of our robust environment. We are focused on providing our clients with transparency, innovative skills, knowledge, and expertise. The Merchant West Investments’ research and investment framework enables the delivery of risk-adjusted real returns across the asset class spectrum whilst safeguarding our client's investments from out-sized risks. We assess every security trading below its fair value against the broad macro environment to ensure that it remains attractive given the current circumstances and various factors at play in the market. Our approach is also behavioural. We deeply analyse and respond to the behavioural biases of market participants in general. Our disciplined approach, applied within our research and investment framework, offers a compelling risk-adjusted version of value investing that represents an evolution of multi-strategy investing that is highly relevant today.
- Website
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http://www.merchantwestinvestments.co.za
External link for Merchant West Investments
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Cape Town, Western Cape
- Type
- Privately Held
- Founded
- 2012
- Specialties
- investment management, value management, multi-asset class, and boutique asset management
Locations
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Primary
Get directions
6th Floor, The Terraces. 25 Protea Road
Cape Town, Western Cape 7708, ZA
Employees at Merchant West Investments
Updates
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Merchant West Investments Weekly Wrap for the week ending 06 December 2024. A snapshot of local & global market news, indices, & upcoming events. Click the link to read the full report: https://lnkd.in/dZRf4jYn
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Merchant West Investments reposted this
Did you know South Africa is the US's top trading partner in Africa? Or that the African Growth and Opportunity Act (AGOA) plays a pivotal role in shaping this relationship? 🌍📈 In a recent webinar, I explored: 🔍 The impacts of AGOA on South African trade 🤝 How SA’s top trading partners are evolving 📰 The buzz around Trump’s comments on AGOA It’s a fascinating time for trade between South Africa and the U.S., and the stakes are high given Trumps presidency. Catch the replay here to hear my insights and opinions 👉 💬 Let’s discuss: How do you see AGOA shaping trade in the future? Merchant West Investments
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Watch a recording of yesterday’s webinar, which we have made available for you to access at your convenience. We trust the information presented was both insightful and beneficial and we look forward to hosting you at our next webinar. Click the link to watch the recording: https://lnkd.in/dwbB2Bdq
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Merchant West Investments reposted this
💡 Boxer: A “Knockout” Investment? Could Boxer be the underdog everyone’s been waiting for? 🥊 In this morning’s webinar, I explored what makes Boxer a compelling investment case. Check out this short clip and see if you agree! Part 2 (10 Min) Merchant West Investments
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Merchant West Investments reposted this
💡 Boxer: A “Knockout” Investment? Could Boxer be the underdog everyone’s been waiting for? 🥊 In this morning’s webinar from Merchant West Investments, I explored what makes Boxer a compelling investment case. Check out this short clip and see if you agree ahead of the IPO tomorrow! (Part 1 - 10min) Merchant West Investments
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Merchant West Investments Weekly Wrap for the week ending 22 November 2024. A snapshot of local & global market news, indices, & upcoming events. Click the link to read the full report: https://lnkd.in/dZRf4jYn
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Merchant West Investments Weekly Wrap for the week ending 22 November 2024. A snapshot of local & global market news, indices, & upcoming events. Click the link to read the full report: https://lnkd.in/dZRf4jYn
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Join our investment team members; Daniel King (Managing Director), Raymond Shapiro (Chief Investment Officer) and Alyssa Viljoen (Head of Equity Research) as they answer your burning questions related to current market events in South Africa and abroad in the ever-changing investment world. Click here to register: https://lnkd.in/d_CsePGJ
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Merchant West Investments Weekly Wrap for the week ending 15 November 2024. A snapshot of local & global market news, indices, & upcoming events. Click the link to read the full report: https://lnkd.in/dZRf4jYn