Welcome.
The Alpha Generation
Methodical Investment Management (Pty) Ltd is an independent, specialist investment manager regulated by the South African Financial Sector Conduct Authority and approved as an investment manager by the Central Bank of Ireland.
We build disciplined, evidence-driven investment strategies that combine technology with experienced human judgement. Our processes are designed to be systematic, repeatable and transparent, with risk management embedded in every investment decision.
Our objective is to generate attractive long-term, risk-adjusted returns through disciplined investment processes that seek differentiated sources of return across market cycles.
Methodical is independent and employee-controlled. In an asset management business, the interests of management, shareholders and investors can sometimes diverge. We help align these interests through employee ownership and meaningful employee investment in our products. This creates a direct and enduring alignment with our investors.
Our team brings extensive experience gained through long careers in the financial markets. Our flat structure supports clear decision-making and allows us to respond efficiently as opportunities emerge.
We manage approximately R15 billion across fixed income, multi-asset, equity and global strategies offered through a range of unit trusts, giving investors exposure to local and global markets.
