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Corporate Information

About us
History
Corporate Governance
Description of the companies comprising GRUPO SAMA
Our Philosophy
About us

Grupo Empresarial Sama, S.A. and its subsidiaries comprise one of the most experienced organizations in Costa Rica’s stock market. We are a company with 100% Costa Rican capital providing financial and investment consulting services. We have been successful participants in national and international markets since 1976, being the financial organization that performed the first trading operation on the National Stock Exchange. We are established as a financial group in accordance with the provisions of the National Council for the Supervision of the Financial System (CONASSIF) and regulated by the General Superintendence of Securities (SUGEVAL).

Our main objective is for our clients to be able to count on a team of high-level professionals to support them in their investment process by means of excellence in service; our experience of many years in financial and stock market consulting will bring you peace of mind.

Grupo Empresarial Sama, S.A. and its subsidiaries currently count on an experienced team that, taking advantage of its experience in business management and development, has joined efforts and started providing financial consulting to companies of our country, collaborating with them to ensure their success in managing their operations.

Grupo Empresarial Sama, S.A.”, communicates to the general public that it is made up of the following companies:

The agreement SUGEF 30-18 “Financial reporting regulation”, establishes in Chapter IV, Article No. 37 the Publication on the website of the Audited Financial Statements, which states:

Detail of the companies that compose the Group Supervisor Country of domicile Share Capital
Grupo Empresarial Sama, S.A. (Cía. controladora) SUGEVAL Costa Rica ¢3.785.000.000
Inversiones Sama, S.A. Puesto de Bolsa SUGEVAL Costa Rica ¢1.372.534.000
Sama Sociedad de Fondos de Inversión (G.S.), S.A. SUGEVAL Costa Rica ¢295.000.000
Edificio Grupo Sama (G.S.), S.A. SUGEVAL Costa Rica ¢335.000.000
Sama Valores (G.S.), S.A. SUGEVAL Costa Rica ¢96.000.000
Sama Internacional (G.S.), S.A. SUGEVAL Costa Rica ¢91.000.000
Sama Consultores Profesionales, S.A. SUGEVAL Costa Rica ¢15.000.000

“The publication must correspond to exactly the same information contained in the audited financial statements submitted to the respective Superintendency, and in the case of a financial group or conglomerate, it must publish the detailed information in Annex 6-A.”

History

Since 1976 it has built a track record of work and growth that shapes a story of success, reflected in our commitment and dedication to our clients.

A growing company.

Grupo Empresarial Sama, S.A. and its subsidiaries started activities in August 1976, being the financial organization that carried out the first stock market operation on the National Stock Exchange (Bolsa Nacional de Valores, S.A.) through Inversiones Sama, S.A.

The founding partners of the company were Mr. Álvaro Sancho Castro, Mr. Henry Zurcher Blen, Mr. Frederick Aspinall Larkey and Mr. Raúl Hess Estrada, choosing the name Inversiones Sama, S.A.

During the 1970s, Inversiones Sama, S.A. had its offices in downtown San Jose, in the building that is in front of the main entrance of the Central Bank of Costa Rica. Then it moved its offices to the Noga building, in front of Centro Colon on Paseo Colon; starting in 2000 and with the growth prospects of a new millennium, it moved to its current facilities, located in Sabana Sur, next to the building of the Comptroller General of the Republic.

Corporate Governance

Throughout the years, the company has had the privilege of having, among the members of its Board of Directors, people with high human, ethical and professional qualities.

Let us introduce our current Board of Directors:

Junta Directiva de Grupo Empresarial SAMA, S.A. y subsidiarias
Víctor Oconitrillo Conejo, Executive Chair. Has been working for the company for forty years, and he is the main partner
María Fernanda Oconitrillo Román Treasurer
Robert Aspinall Murray Secretary
Mauricio Solano Araya Member 1
Manuel Escobar Peña Controller

 

Executive Vice-chair: Henry Zamora Castro

Links to documents:

Informe anual de Gobierno Corporativo

Código de Gobierno Corporativo

Reglamento de información privilegiada

Reglamento sobre conflicto de intereses (Grupo Empresarial SAMA)

Reglamento sobre conflicto de intereses (SAFI)

Description of the companies comprising GRUPO SAMA

INVERSIONES SAMA, S.A. -PUESTO DE BOLSA-

This company offers all the services of a stock broker in the Costa Rican stock market, structured in accordance with the legal provisions of the Stock Market Regulation Law No. 7732 of March 27, 1998, and the regulations of the General Superintendence of Securities and the National Stock Exchange.

SAMA SOCIEDAD DE FONDOS DE INVERSIÓN (G.S.), S.A.

The company is fully dedicated to the development and management of investment funds in the local market. Grupo Empresarial Sama, S.A., through SAMA Sociedad de Fondos de Inversión (G.S.), S.A., makes available to our clients liquidity-based Investment Funds in both colones and US dollars, a financial option for investors who seek to maintain, over the short term, the value of their investment in liquid instruments. We invite you to look at our mutual funds section.

SAMA VALORES (G.S.), S.A.

This company provides timely and tailored consulting services on financial evaluation, as well as raising working capital required by institutional clients for the development of investment projects.

SAMA INTERNACIONAL (G.S.), S.A.

Our financial advisors are quite skillful and have broad experience in their field, and they allow this company to provide updated information on the operation of international markets, the different financial and stock instruments traded in that market, and the investment options, so that our clients have the essential elements that underlie their decision-making process.

SAMA CONSULTORES PROFESIONALES S.A.

This company provides specialized consulting services in financial matters, internal control processes, coordination of legal steps/formalities, management direction, and fiduciary matters.

EDIFICIO GRUPO SAMA S.A.

The main objective of this company is to manage the real estate the group owns; it is also where the offices of the other companies of the financial group are located. Therefore, it is in charge of assuming all the responsibilities derived from the management and maintenance of the aforementioned property.

Our Philosophy

Mission, Vision and Values

Grupo Empresarial Sama, S.A. identifies with the motto: “The art of doing business”. This is our way of looking at our daily work, with the focused passion and dedication an artist puts on its creation.

Mission

To advise our clients in the development and achievement of their stock, financial and business improvement goals so they can maintain and increase their equity.

Vision

To be recognized as the business group offering the highest quality in stock, financial, and consulting services.

Corporate Values

These values are aimed at fully meeting the needs of our customers; they are based on everybody’s professionalism and high moral values:

Commitment: fulfill our obligations and go the extra mile. This goes beyond merely fulfilling an obligation, it means leveraging our skills to achieve everything that has been entrusted to us.

Honesty: consistent attitude we must keep at all times, based on truthfulness, of words and actions, empowering them as worthy of trust, support and confidence.

Loyalty: to have a sense of belonging. Faithfully carry out functions and responsibilities to benefit the company and the environment.

Transparency: performing all tasks in accordance with the legal and regulatory provisions that govern our activities.

Respect: this entails consideration, attention, tolerance and compliance with the regulations and internal policies of the company.

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Sabana Sur, 50 & 54 St., Avenue 12 , adjoining Contraloría General de la República
Tel: (506) 2296-7070 Fax: 2220-1809 / 2296-7794
Apdo: 7611 - 1000 San José, Costa Rica
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