Portfolio Manager, Jacques De Kock, chats to Neville Chester, Portfolio Manager at Coronation Fund Managers. The conversation highlights the importance of a long term investment approach, the advantages of having a robust research team, and how Coronation balances flexibility with strategic stock holding. The discussion also covers the significance of offshore allocation, the risks and opportunities in the fixed income market, and the implications of the 2024 elections on financial strategies. Listen to this podcast on: Apple Podcast: https://lnkd.in/drMB7WWn Spotify: https://lnkd.in/dDJDXQcv
MitonOptimal South Africa
Investment Management
Cape Town, Western Cape 1,772 followers
We partner with advisers - delivering focused investment solutions, expertise and support specific to their needs.
About us
MitonOptimal is an independent, owner-managed investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ Investment objectives. We partner with advisers, sharing the investment decision-making and administration with them. This partnership affords advisers time – time to focus on the critical aspects of their business – whilst the investment research, due diligence, implementation, administration and reporting is conducted by a dedicated team of specialists. Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute return mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk. MitonOptimal South Africa (Pty) Ltd is a part of the MitonOptimal Group of companies. MitonOptimal South Africa (Pty) Ltd (Registration No. 2005/032750/07) - (Authorised Financial Services Provider License No. 28160). MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.
- Website
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https://www.mitonoptimal.co.za/
External link for MitonOptimal South Africa
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Cape Town, Western Cape
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Advisory Services, Fund Management, DIM Services, Asset Consulting, DFM Services, and Portfolio Management Services
Locations
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Primary
Get directions
Great Westerford, Suite 202, South Wing,
2nd Floor, 240 Main Road,Rondebosch
Cape Town, Western Cape 7700, ZA
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Get directions
PO Box 354
St. Peter Port, Guernsey GY1 3XF, GG
Employees at MitonOptimal South Africa
Updates
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Portfolio Manager, Jacques De Kock, provided the DFM perspective in this Asset TV South Africa Fund Fit Summit on the Laurium Capital Enhanced Growth Hedge Fund. Jacques is the lead manager of the MitonOptimal ASTUTE Range of hedge fund model portfolios and provided key insights into the discussion between the Hedge Fund Manager, Independent Financial Advisor and moderator.
Learn more about the Laurium Enhanced Growth Hedge Fund, in this Fund Fit Summit👉 https://lnkd.in/eQZ4g_w4 Matthew Pouncett CA(SA), CFA, Laurium Capital, Jacques De Kock, MitonOptimal South Africa, and Jacobus Brink, CAIA, Schmidt Family Office (SFO), joined Joanne Baynham to share their insights into the fund and discuss how it fits within a client range, current market positioning, and what to say to clients about the fees involved.
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Portfolio Manager, Jacques De Kock, chats to Faisal Rafi, Head of Manager Research at RisCura, in our series, Five In Five. This episode was recorded on a recent trip to London where we had the opportunity to speak with various offshore investment experts. This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes. Listen to this podcast on: Apple Podcast: https://lnkd.in/dxyaxuqt Spotify: https://lnkd.in/dMbzepdF
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Jacques De Kock reviews markets in July. Read the full commentary here: https://lnkd.in/dAavRkK5
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Portfolio Manager, Jacques De Kock, chats to Ross D. Biggs, Chief Investment Officer: Equities at M&G Investments about the M&G Investments Southern Africa Dividend Maximiser Fund, in our series, Five In Five. This series gives you a glimpse into our due diligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes. Listen to this podcast on: Apple Podcast: https://lnkd.in/dg7cyTui Spotify: https://lnkd.in/dnKb9Vkp
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"In South Africa, July 2024 was characterized mostly by global events as well as our own political landscape looking surprisingly optimistic. The FTSE JSE All Share Index ended the month up 3.92% in July contributing to a 9.2% return for the last three months. This was mostly because of optimism surrounding the newly formed Government of National Unity (or GNU) and the positive impact it could have on our economic situation. This meant that foreign investors started to dip their toes back into our market with foreign investment ending net positive for the first time in a very long cycle." https://lnkd.in/dAavRkK5
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Portfolio Manager, Jacques De Kock, chats to Faisal Rafi, Head of Manager Research at RisCura. They explore the contrasting perspectives on emerging markets versus developed markets, focusing on the potential value in emerging markets amidst global economic shifts. Additionally the conversation provides insights into the historical challenges and current opportunities within emerging markets, highlighting improved balance sheets, commodity price dynamics and innovative companies. Listen to this podcast on: Apple Podcast: https://lnkd.in/dPJ6xmyF Spotify: https://lnkd.in/dFPVuTmM
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Thanks to Lize Webb and Proteus Capital (Pty) Ltd for giving us the opportunity to present at this event.
So it took me a while to share this post because let’s face it, I’m really not the best at social media… but I am trying! Thank you’s are due so here is us thanking the amazing team from Allan Gray Proprietary Limited, Merchant West Treasury Solutions, and MitonOptimal South Africa for joining our second Wealth Talk at Clara Anna Fontein as our guest speakers. Yes it’s HARD to make finance sound exciting and interesting but with this team of experts we were not disappointed! Nitida wine farm ensured everyone’s glasses were topped up during the event with some of their amazing wines which kept our attendees warm and satisfied! A few amazing lucky draw prizes were won, all sponsored by our guest speakers! We look forward to our next Wealth Talk in March of 2025! George Dell Leaveil Des Fountain Radhesen Naidoo Nico Le Roux Nikki Heynemann Caitlin Jacobson Clara Business Network #CBN #claraannafontein #WealthTalk
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The MitonOptimal team combined forces with Bficient (Pty) Ltd to make meal-in-a-bag packs in celebration of Mandela Day 2024. These packs were donated to a local children's home and youth care centre.
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Head of Portfolio Management, Roeloff Horne, chats to Asset TV South Africa in this segment of the Investment Den Series. He highlights two fund picks: - Granate Asset Management BCI Flexible Fund - STANLIB Enhanced Multi Style Equity Fund
MitonOptimal South Africa’s Head of SA Portfolio Management, Roeloff Horne, joins Mosidi Modise in this Investment Den👉 https://lnkd.in/d43bRvJd Roeloff gives an insight into the Granate BCI Flexible Fund and the STANLIB Enhanced Multi Style Equity Fund, and explains how they add value to a client’s portfolio, what makes the funds different, and the investment thesis.