The following views and perspectives are formed by the work of the Applied Equity Team in managing assets for investors.
Most investors are familiar with traditional investments, which include cash and long-only positions in publicly traded stocks and bonds.
At Counterpoint Global, we make continuous long-term investments in unique companies and assets that we believe can be much bigger in the future for fundamental reasons.
In this insightful roundtable originally published by Infrastructure Investors, Chris Ortega, Managing Director and Head of Americas, discusses how the Big Beautiful Bill Act is impacting every sector, from power to transportation, creating challenges but also opportunities.
We spoke last quarter about the sharp reversal in market direction and leadership following the market trough post the “Liberation Day” tariff announcements in early-April.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Advocates of tariffs insist that higher barriers will bring jobs home, yet U.S. manufacturing remains structurally uncompetitive.
This paper from COUNTERPOINT GLOBAL explores how founder-led and owner-operated companies translate aligned incentives into long-term business success.
Capital allocation is a vital part of creating value and one of management’s prime responsibilities, yet not all do it well.
