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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“I’ve never seen a bad backtest…”

Everyone in the financial industry has heard these words at some point. As a systematic manager, Methodical knows them all too well. Some investors really do believe that backtests are a complete waste of time – but then what a curious phenomenon that managers expend so much time and energy producing something that will invariably […]

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What Are You Waiting For?

There is electricity in the air – and it’s not everyone mining Bitcoins. There is a palpable sense in South Africa that things are changing, including the investment landscape. Investors are aware that there are alternatives to traditional active managers. In addition to trackers, passive funds and index tweakers such as smart beta, professional managers […]

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Once bitten, twice shy..

The problem with investing based on sentiment is exactly that: sentiment. Keynes’ animal spirits are unpredictable, irrational and often run contrary to our interests. Moreover, they hold grudges. A fund manager whose investment in a given stock ends badly, resulting in poor performance for the fund, will naturally be reluctant to reinvest in that same […]

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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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