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THOUGHTS FROM OUR INVESTMENT COMMITTEE
31 MARCH 2026
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY...
17 MARCH 2026
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY...
10 MARCH 2026
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY...
MARKETING
QUARTERLY MARKET INSIGHTS | Q4 2025
At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both Strategic AA (3-7 years) and Tactical AA within the various asset classes. This quarterly piece provides insight into our short term tactical calls on a 12-month view...
FEBRUARY 2026 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview Global markets delivered a more nuanced picture in February, with leadership continuing to broaden beyond the traditional US large-cap growth complex. While the MSCI World was broadly flat for the month at 0.73% in USD, and the S&P 500 and...
EDUCATION HUB
PORTFOLIO DEVIATION AND BEHAVIOURAL RISK – THE IMPORTANCE OF STICKING TO A LONG TERM PLAN
MitonOptimal is a specialist discretionary fund manager (DFM) with a 25-year track record of managing multi-asset, multi-manager portfolios in line with defined financial...
WHAT IS A HEDGE FUND
South African Hedge Funds are classified as Collective Investment Schemes and are regulated by the Financial Services Conduct Authority. Hedge funds aim to deliver absolute...
WHAT IS A DISCRETIONARY FUND MANAGER
Merriam-Webster defines the term discretionary as: “left to individual choice or judgement”. In the financial services world the terms discretionary management, discretionary...
For quotes, comparisons or any queries, please contact us at dfmservice@mitonoptimal.com
MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence 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 Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.
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