Tamryn Fortuin, Author at MitonOptimal Group

The Dominant Fundamental Theory

“What are your thoughts on platinum and palladium? Palladium is so overbought it’s ridiculous and I’ve been waiting for a proper correction, but it’s just riding the electric vehicle surge. Do you think a correction is due?” Last week a friend’s son who had recently started work in the investment industry in London asked my

“When the facts change, I change my mind. What do you do, Sir?”

I attributed this quote to the economist John Maynard Keynes in my last Weekly Comment in August (“As per John Maynard Keynes, change your mind – portfolio positioning – when the facts change. But not before”). There is some disagreement on the origin of this quote, but apparently the comment should have been attributed to

Reading the commodity tea-leaves

It is trite to note that humans consistently display a magnificent capacity to mentally project any current trend infinitely into the future in a linear fashion – particularly bull markets in equities – and to demonstrate amazement & horror when these fail to materialise. It is equally trite to state that financial asset valuations have

Podcast: Andy Pfaff

Andy Pfaff appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (May 14, 2018) [Source: FMR101.3 – Lindsay Williams – May 14, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows that follow similar formats,

Podcast: Andy Pfaff

Andy Pfaff appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (May 14, 2018) [Source: FMR101.3 – Lindsay Williams – May 14, 2018] The show’s host, Lindsay Williams (william[email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows that follow similar formats,

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The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. With a growing AUM of GBP880m, we employ over 70 staff across offices in Guernsey, South Africa, United Kingdom and Jersey. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.