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thoughts
THE INVESTMENT DEN | 2026
In this episode of Investment Den, Chief Investment Officer, Roeloff Horne, unpacks his two fund picks: the Methodical FR Equity Fund and the HAN ETF. He explores the momentum-driven strategy behind the Methodical fund and the HAN ETF’s diversified exposure to...
QUARTERLY MARKET INSIGHTS | Q3 2026
At MitonOptimal we take asset allocation (AA) very seriously, taking into...
SEPTEMBER 2026 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview Global equities eased in September as a sharp rise...
MONEY MARKETING | YOUR CLIENTS HAVE YOU. WHO HAVE YOU GOT?
The couple wondering whether they can finally retire. The business owner...
THE RISE OF SYSTEMATIC INVESTING
In this episode of DFM Discussions, Head of Portfolio Management, Jacques...
Videos
THE INVESTMENT DEN | 2026
In this episode of Investment Den, Chief Investment Officer, Roeloff Horne, unpacks his two fund picks: the Methodical FR Equity Fund and the HAN ETF. He explores the momentum-driven strategy behind the Methodical fund and the HAN ETF’s diversified exposure to...
ASSET TV ROUND TABLE | RETIREMENT INCOME PLANNING
What does retirement planning look like today? In this AssetTV Round Table discussion, Executive Director George Dell joins Bjorn Ladewig, Head of Distribution at JustSA, and Shirley Smith, Independent Financial Adviser at Smith & Smith, to unpack how blended...
ASSETTV DFM MASTERCLASS 2026
Chief Investment Officer, Roeloff Horne, participated in AssetTV's latest DFM Masterclass where elite DFMs debate portfolio strategy, manager selection, and the next evolution; why today’s market demands more than a cookie-cutter approach. He is joined by a panel of...
Education
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 objectives. Our group includes MitonOptimal Holdings, MitonOptimal Portfolio Management (FSP No....
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 returns despite what happens in the market. This means that they aim to deliver a profitable...
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 fund management and discretionary investment management are widely used, yet are difficult to...
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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