Sam Chainani, CFA

Managing Director
28 years industry experience

Biography

Sam Chainani, CFA, is an investor for Counterpoint Global. He joined Morgan Stanley in 1996 and has 28 years of investment experience. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation.

Sandeep is a member of
Counterpoint Global

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Strategies

Strategy Name	Description
Global Insight	Invests primarily in established and emerging companies globally.
Inception	Invests primarily in established and emerging small cap companies in the United States.
Discovery	Invests primarily in established and emerging mid cap companies in the United States.
Growth	Invests primarily in established and emerging large cap companies in the United States.
Insight	Invests primarily in established and emerging companies in the United States.
Advantage	Invests primarily in established large cap companies in the United States.
Permanence	Invests primarily in established companies in the United States that benefit from efficient scale.
Global Permanence	Invests primarily in established companies globally that benefit from efficient scale.
Tailwinds	Invests primarily in established and emerging large cap companies in the United States.

Global Insight

Invests primarily in established and emerging companies globally.

Inception

Invests primarily in established and emerging small cap companies in the United States.

Discovery

Invests primarily in established and emerging mid cap companies in the United States.

Growth

Invests primarily in established and emerging large cap companies in the United States.

Insight

Invests primarily in established and emerging companies in the United States.

Advantage

Invests primarily in established large cap companies in the United States.

Permanence

Invests primarily in established companies in the United States that benefit from efficient scale.

Global Permanence

Invests primarily in established companies globally that benefit from efficient scale.

Tailwinds

Invests primarily in established and emerging large cap companies in the United States.

News & Insights

Consilient Observer

Measuring the Moat

15-oct-2024

“Measuring the Moat” by Consilient Research is an indispensable resource to guide analysis of a company’s strategy.

Consilient Observer

Which One Is It? Equity Issuance and Retirement

24-jul-2024

Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time.

Consilient Observer

Stock Market Concentration

04-jun-2024

With rising stock market concentration, Consilient Research reviews where we stand today versus the past and what it means for active equity managers.

View More Insights

Puede no representar a todos los miembros del equipo.

La información incluida en esta página solo tiene fines informativos. Su objetivo es beneficiar a emisores terceros y a aquellos que buscan información sobre estrategias de inversión alternativa. La información que contiene no constituye una oferta de servicios de asesoramiento ni una oferta de venta o solicitud de oferta de compra de cualquier título en cualquier jurisdicción en la que dicha oferta o solicitud, compra o venta sea ilegal conforme a las leyes de valores, seguros u otras de dicha jurisdicción, y no debe interpretarse como tal.

Todas las inversiones entrañan riesgos, incluida la pérdida de principal. Las inversiones alternativas son especulativas e implican un alto grado de riesgo. Estas inversiones están diseñadas para inversores que entienden estos riesgos y están dispuestos a aceptarlos. La rentabilidad puede ser volátil y los inversores pueden perder la totalidad o una parte sustancial de su inversión.

Para conocer información importante sobre la estrategia, incluidas consideraciones adicionales sobre riesgos, consulte la página de datos de la estrategia.

Sam Chainani, CFA

Managing Director | 28 years industry experience

Sam Chainani, CFA

Managing Director 28 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
28 years industry experience