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 focussed 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 60 staff across offices in Guernsey, South Africa, the United Kingdom and Jersey. With combined assets under management (AUM) of approximately GPB818m, 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, the Group’s Managing Director and Chief Investment Officer, 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.

Hope, Mood(y’s) and destiny

Roeloff Horne, Head of SA Portfolio Management, encourages action and renewed loyalty to one’s country in order to improve its destiny.

Podcast: SA trading updates and valuations provide some hope

Podcast: MTBPS – Shockingly honest

Joanne Baynham, Head of Investment Strategy, digests the MTBPS and the worrying numbers divulged.

Podcast: SA trading updates and valuations provide some hope

Podcast: SA trading updates and valuations provide some hope

With the latest inflation data for SA coming in at its lowest level in 8 years, Portfolio Manager Armin Diem looks at the other good news for SA investors.

SA and Global Asset Allocation Overview – Q3, 2019

Globally the trade war saga prevails, MPs continue to battle over Brexit and central governments deploy liquidity in an attempt to ease the pain. Locally, crooked politicians and Eskom hog the headlines whilst the country eagerly awaits action from the President. Joanne Baynham, Director and Head of Investment Strategy, looks at how markets fared against these conditions and how we positioned our portfolios.

Podcast: SA trading updates and valuations provide some hope

Podcast: Roeloff Horne discusses making active decisions using passive solutions

Roeloff Horne, Director and Head of SA Portfolio Management, looks at the evolution of passive solutions and how they can be effectively included into portfolios

Podcast: SA trading updates and valuations provide some hope

Podcast: Joanne Baynham explains how politicians are making investors’ lives difficult

Director and Head of Investment Strategy, Joanne Baynham, discusses how politicians are not doing any favours for slowing global growth as well as for growth here in SA

Macro Q&A

Macro Q&A with Peter Geikie-Cobb, Director & UK Fund Manager

Director & UK Fund Manager, Peter Geikie-Cobb offers his views on some of the larger issues across the macro-economic landscape including Brexit, Trump and monetary policy. 

Podcast: SA trading updates and valuations provide some hope

Podcast: Armin Diem discusses the pace, length and depth of the global and local slowdowns

SA Portfolio Manager, Armin Diem, looks at options for SA investors in the slowing local and global economies.  

Podcast: SA trading updates and valuations provide some hope

Podcast: Joanne Baynham looks at a world that is unsure of itself

Joanne Baynham, Director and Head of Investment Strategy, looks at the ramifications of the recent abuse of executive power and investing through the turmoil.

Podcast: SA trading updates and valuations provide some hope

Podcast: Joanne Baynham considers the conspiracy theories around the oil price rally

Director and Head of Investment Strategy, Joanne Baynham, talks to Lindsay Williams of Strictly Business about the rally in the oil price, the need for fiscal spending and whether value stocks are coming back into play.

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 (Registration No. 2005/032750/07) is regulated by the Financial Sector Conduct Authority (FSCA).

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 – Vat No.4070188646.

 

 

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