Technology supports more consistent, informed investment decisions. In markets where information is abundant, our focus is on converting data into disciplined portfolio decisions.

We use technology to improve the investment process, both structurally and at the point of decision. Our systematic equity process ranks securities using observable market data, liquidity filters and disciplined portfolio-construction rules. This helps us reduce subjective human bias and invest according to changing probabilities: facts, not feelings.

Risk management is embedded in our approach to generating alpha. Liquidity filters, position-sizing rules, diversification and ongoing monitoring help us manage portfolio risk while maintaining exposure to opportunities as market leadership changes.

We continuously test and refine our investment processes within a culture of transparency, accountability and investor-focused integrity.

Our systematic approach rests on five principles:

1. Evidence-based research: Investment ideas must have an economic rationale, be supported by observable data and withstand rigorous testing across different market environments. We favour robust, explainable relationships that persist across time, regions and market regimes over results that depend on a single period, dataset or overfitted model.
2. Transparent and repeatable implementation: Clearly defined, transparent and repeatable rules guide security selection, portfolio construction and implementation across changing market conditions. Investment decisions are implemented consistently, allowing outcomes to be understood, monitored and evaluated over time.
3. Disciplined portfolio construction and risk management: Diversification, liquidity controls, position-sizing rules, portfolio limits and ongoing monitoring are used to balance expected returns with each fund’s mandate and risk tolerance. We view risk management as an integral component of long-term return generation, not a separate constraint.
4. Behavioural discipline and human oversight: Systematic implementation reduces the influence of recency bias, overconfidence and emotionally driven decisions, while experienced investment professionals oversee research, challenge assumptions, monitor model behaviour and evaluate portfolio outcomes.
5. Continuous monitoring and refinement: We monitor strategies, assumptions and investment outcomes, refining models when supported by evidence. Adaptation is driven by research, data and changing market structures rather than short-term market movements.

Our multi-managed funds combine Methodical’s proprietary equity and income strategies with carefully selected third-party funds. Our own strategies provide the core building blocks where we have established investment capabilities, while external managers add complementary styles, specialist expertise and exposures that broaden the portfolio beyond our in-house offering. Each fund follows a deliberately stable asset-allocation approach and maintains the maximum equity exposure permitted by its mandate, with diversification achieved through the combination of strategies and managers. This gives investors a clearly defined, purposefully constructed portfolio with accountability at the overall fund level.

Four disciplines guide our multi-manager approach

1. Mandate-led portfolio design: Each fund is built around a long-term strategic allocation, including the maximum equity exposure permitted by its mandate. Our research therefore focuses on selecting complementary strategies and managers, defining appropriate allocations within each asset class, and managing the portfolio’s overall diversification and risk.
2. Strategic asset allocation: Each fund maintains the maximum equity exposure allowed by its mandate. Rather than making frequent tactical shifts between asset classes, we use a stable allocation designed to capture long-term market returns within the fund’s defined risk profile.
3. Purposeful manager combination: Methodical’s equity and income strategies are used where our systematic and research-led capabilities offer a strong fit for the portfolio. We select third-party managers independently to provide complementary investment styles, specialist asset-class expertise, and additional sources of return. Each allocation must earn its place in the portfolio and improve the overall balance of risk, diversification and expected return.
4. Disciplined implementation and oversight: Portfolio construction, manager allocations and risk exposures are monitored through a structured, repeatable process focused on consistency, accountability and each fund’s long-term objectives.

Methodical Investment Management manages the Methodical FR Income Fund and the Methodical FR Dynamic Income Fund, both classified in the ASISA South African Multi-Asset Income category. The funds can invest across South African government and inflation-linked bonds, cash and money market instruments, corporate and bank credit, listed property (up to 25%), equities (up to 10%) and offshore assets within regulatory limits. We can invest in credit, but we favour liquid instruments so we can stay nimble and move quickly between asset classes as our views change.

Our process is macro-driven and research-led. We form an independent view on SARB policy, inflation and inflation expectations, and the global backdrop, and compare it with what markets are pricing. We express that view through asset allocation, duration, yield-curve positioning and the mix between nominal and inflation-linked bonds, testing positions against alternative scenarios so that no single view dominates.

The same process drives both funds; what differs is their return target and the latitude to take positions. The Income Fund targets STeFI + 1% a year, with a risk objective of no capital loss over any rolling three-month period. The Dynamic Income Fund targets STeFI + 2% a year and has greater flexibility to shift asset allocation and position actively across the yield curve, suiting investors with a higher tolerance for short-term movements in value.

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 R16 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.