Literature

Introducing Methodical

Steven van Jaarsveld, Chief Investment Officer gives an overview of Methodical’s systematic investment philosophy and process which is underpinned by fundamental investment theory.

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My fund has a diversified risk profile….oh, wait…Naspers…

When you buy a supposedly low-risk ETF tracking the JSE All Share index, are you really diversified or are you making an increasingly large bet on a single share?  Everyone loves how profitable Naspers is but its profits aren’t even generated in-house: everything derives from its overseas minority stake in Tencent.   To put this […]

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Methodical marks solid returns this year with its ‘quantamental’ approach

An optimal combination of fundamental investing principles and systematic implementation forms the backbone of boutique equities firm Methodical Investment Management, which uses a series of proprietary algorithms to process and evaluate investment opportunities.

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Steven van Jaarsveld on KykNet

Watch interview with Steven van Jaarsveld, Chief Investment Officer of Methodical, where he discusses Systematic Investing, a process that underpins Methodical’s entire investment philosophy.

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AIN’T NO MOUNTAIN HIGH ENOUGH

Marvin Gaye and Tammi Terrell released this classic song way back in 1967 but the sentiment still rings true today for Methodical’s investment process. However, in the case of Propel, our proprietary suite of stock selection algorithms, it’s more a case of Ain’t No Distance Far Enough! Propel is designed to scour, investigate, evaluate and […]

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Steven van Jaarsveld on Business Day TV

Steven van Jaarsveld from Methodical Investment Management appears on Business Day TV to discuss the Global Equity Fund.

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Systematic Strategies Finding Favour

They say that one is the loneliest number… and, since its launch, Methodical has largely been the only equity house in South Africa utilising pure systematic investment in its retail and institutional offering.  That has begun to change, however, with the entrance of several new South African products in the same space. Quantitative investment is […]

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Happy 1st Birthday Again!

Following the 1st anniversary of Methodical’s local equity fund in June, the Methodical Global Equity Fund reached the same milestone on 1st August 2017. Having a global fund offering provides optionality to investors and increases the universe of eligible assets.  With everyone hunting for yield, the ability to invest beyond South Africa’s shores remains an […]

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Stock Selection – NVIDIA

In last month’s note, we used the first anniversary of the Methodical Equity Prescient Fund to reiterate our belief in Methodical’s investment approach. As is clear from our name, Methodical adopts a systematic approach to stock selection and allocation, eliminating emotional bias in the decision-making process. Investors frequently ask for examples that demonstrate this approach […]

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Dark Clouds, Silver Lining

The 1st of June marked the first birthday for the Methodical Equity Prescient Fund, what a year it has been. Remember, this fund is South Africa domiciled, with a 75% allocation to South African large and mid-cap equities as well as fixed 25% allocation to developed market equities. In our discussions with investors we explained […]

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