Corporate Information

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.

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)

 

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.

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.