Methodical was founded in 2015 as a specialist, owner-managed investment firm. We believe that smart analysts perform even better when assisted by technology. People travel faster in cars. Farmers produce more effectively with tractors. And financial professionals conduct better analysis with tools, be it an abacus, calculator or computer.
Methodical uses technology to make structural and decision-specific improvements to the overall investment process. In our hands, the investment process and the quantitative systems are one and the same. By focusing on getting the process right, the odds favour the desired outcome.
Technology also vastly extends Methodical’s investment reach, allowing us to manage global equity positions from Cape Town as easily as we manage local ones.
We believe managing risk is a key part of generating alpha.
We challenge each other and our systems to continue evolving.
We encourage a culture of full transparency and customer-focused integrity.