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MitonOptimal South Africa

MitonOptimal South Africa (Pty) Limited and MitonOptimal Portfolio Management (Pty) Limited are a part of the MitonOptimal group of companies.

They are focused on delivering Discretionary Fund Management (DFM), Private Client, Institutional Asset Consulting and Fund Management Services to the African Continent.

About Us

MitonOptimal South Africa (Pty) Limited and MitonOptimal Portfolio Management (Pty) Limited are a part of the MitonOptimal group of companies. Our South Africa offices are focussed on delivering Discretionary Fund Management (DFM), Private Client, Institutional Asset Consulting and Fund Management Services to the African Continent.

The MitonOptimal group of companies is an independent multi-asset investment manager, majority owned by our management and directors. We employ over 50 staff across offices in Guernsey, South Africa and the United Kingdom. Our highly experienced investment management team has been investing MitonOptimal client money for over 16 years. We offer a broad range of global Discretionary Fund Management (DFM), Portfolio Management, Managed Model Portfolios, Institutional Asset Consulting and regulated funds services to our clients, via well-established and regulated distribution channels across Europe, Africa, Asia, the Caribbean, The Middle East and South America.

Scott Campbell, non-executive Director, initially established MitonOptimal in 2002. Today, focussing on our primary service offering of Discretionary Fund Management (DFM), Portfolio Management, Managed Model Portfolios and Institutional Asset Consulting services, we cater for a diverse spectrum of private clients, independent financial advisers (IFAs), Fiduciaries, family offices and Trustees/institutional clients around the globe.

In our role as Investment Managers, the common denominator across all of our products and services is Global Multi-Asset Management. Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk. We are a closely knit team of professionals that recognise the importance of focus. That focus does not simply translate to our approach to investment management services; it also reflects our strong belief in offering our clients face to face, personalised relationships with their investment manager. We treat the client exactly how we would wish to be treated.

 

Meet the South Africa Investment Management Committee

The Investment Management Committee (IMC) consists of professional investment staff from across the MitonOptimal South Africa, utilising their collective experience and skills to monitor global markets and proactively manage the investment decisions of the MitonOptimal South Africa team.

Fourth Quarter 2020 – yet another “unknown unknown”?

Head of Institutional Asset Consulting and Optimisation, James Downie, looks at the third quarter of 2020 and provides some insights as we head into the final quarter of 2020.

Short term rally due for the JSE

Head of SA Equities, Armin Diem, looks at how the US Election result and the SA Government’s recent actions could lead to a rally for the JSE.

Private Equity for the masses

Head of International Portfolio Management, Shaun McDade, reveals how fruitful and accessible Private Equity can be.

My big picture

Head of Commodities, Andy Pfaff, shares some potentially interesting and perhaps significant observations about investment markets currently.

FTSE 100 and the dividend dilemma

Portfolio Manager in Guernsey, Simon Sharrott, discusses how dividend cuts during the COVID-19 pandemic are impacting income investors.

Pick a letter of the alphabet – V, W, U, L or even ‘Swoosh’

Head of Institutional Asset Consulting and Optimisation, James Downie, looks at the second quarter of 2020 – analysing the recovery markets seemed to have made and the sense and sustainability of this move.

Third Quarter Strategy Overview

Head of Portfolio Management, Roeloff Horne, takes a forward looking approach – unpacking our thinking and portfolio positioning for Q3 of 2020.

Squeezing the last juice from the lemon!

Head of Institutional Asset Consulting & Optimization, James Downie, highlights the struggles investors currently face in their search for income and where it can be found.

VIDEO: AssetTV In the Hotseat I Boutiques

Joanne Baynham, Head of Investment Strategy, hosts a webinar where boutiques 36ONE, Laurium Capital and Kagiso Asset Management discuss and debate how they currently see the world.

Thoughts on the 2020 supplementary budget

Head of Investment Strategy, Joanne Baynham, digests the supplementary budget delivered by Minister Mboweni and provides some insight into how this has impacted our investment team’s views.

Main Address

MitonOptimal South Africa (Pty) Limited
Great Westerford,
Suite 202,
South Wing, 2nd Floor,
240 Main Road,
Rondebosch, 7700,
South Africa

Phone

t: +27 (0) 21 689 3579
f: +27 (0) 21 685 6944

Regulatory Information

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider License No. 28160,  regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.

MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider License No. 734, regulated by the Financial Sector Conduct Authority (FSCA) – Registered No. 2000/000717/07.

 

 

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