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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 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 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, 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.

Squeezing the last juice from the lemon!

Portfolio Manager, James Downie, highlights the struggles investors currently face in their search for income and where it can be found.

AssetTV Insights: Allan Gray

Head of Investment Strategy, Joanne Baynham, speaks to Allan Gray about their design for resilience and how they are dealing with the impacts of COVID-19 on their business.

AssetTV Insights: Sanlam Investments

Joanne Baynham, Head of Investment Strategy, talks to Sanlam Investments about the importance of external and internal communication during this time of crisis.

2020: Some Context

In this video Portfolio Manager, James Downie, provides some context around what has happened in markets in 2020 thus far.

AssetTV Masterclass: Fixed Income

Downgrades, liquidity issues, mispricing and a global pandemic make the fixed income market a difficult one to navigate. Head of Investment Strategy, Joanne Baynham, hosts a panel of experts who discuss the challenges currently facing fixed income managers compared with the attractive yields on offer.

AssetTV Insights: COVID-19 and the industry

In this episode of AssetTV Insights Joanne Baynham, Head of Investment Strategy, talks to Ninety One about sticking to the plan and leaning on the experts during the COVID-19 pandemic.

Podcast: SA trading updates and valuations provide some hope

LIVE with Francois du Toit: Opportunities and risks

Roeloff Horne was LIVE with Francois du Toit discussing the opportunities and risks in markets following the turbulence created by the COVID-19 pandemic.

Time to handle gold with kid gloves

Roeloff Horne, Head of SA Portfolio Management, unpacks the case for including Gold in portfolios and how to balance the fundamentals of this ‘safe haven’ asset against its cost.

SA and Global Asset Allocation Overview – Q1, 2020

The significance and severity of the first quarter’s events at both a human and economic level were unprecedented. Head of Investment Strategy, Joanne Baynham, looks at these events and their impact on asset classes.

Are we there yet?

Fund Manager, James Downie, looks at the big question many investors are now asking – have we reached the bottom of the market?

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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