Principles.
Investment philosophy – Equity funds
We believe that good portfolio managers perform better when assisted by technology. This means that while some see today’s integrated markets as being flooded with information, we see opportunity instead of overload.
We use technology to make structural and decision-specific improvements to the overall investment process. We mitigate or eliminate subjective human bias with investment decisions driven by a methodical, probabilistic and objective process. This thread of decision-making based on objective data analysis runs true through all of our product areas. It is investing in facts, not feelings.
We believe managing risk is a key component of generating alpha and that by mitigating these risks as much as possible alpha can be generated through the cycle.
We challenge each other and our systems to continue evolving, encouraging a culture of full transparency and customer-focused integrity.
We follow a systematic approach anchored around five key principles:
1. Consistency: Maintaining a steadfast adherence to well-defined rules. These rules guide decision-making, offering focus and direction in an uncertain market.
2. Emotional Resilience: Systematic strategies act as a stabilising force, preventing impulsive decisions driven by emotions.
3. Risk Management: With predetermined parameters, effective risk management provides stability and control amidst market unpredictability.
4. Mitigating Bias: Psychological biases that can hinder investment decisions, such as recency bias and overconfidence, are eliminated through a data-driven, systematic analysis.
5. Adaptability: Continuous refinement of strategies is essential to stay ahead in a dynamic market.
Product.
Risk Profile
We provide a range of high quality Equity focused strategies structured as unit trusts. These funds offer exposure to both local and global markets appealing to investors looking to take on Equity risk.
Methodical BCI Equity Preserver Fund
The Fund aims to capture at least 70% of positive Equity market performance over rolling 12-month periods and not participate in more than 30% of negative movements. It does this through a systematic decision making and hedging processes.
Methodical BCI Equity Fund
The Fund targets outperformance of ALSI TR over periods of five years or longer. The Fund invests principally in South African equities and has a standard 30% allocation to offshore. The portfolio will compromise selected large and mid-cap equities that are drawn from all industry groups.
Solutions.
Equity Funds
1. Methodical BCI Equity Preserver Fund
The Fund aims to capture at least 70% of positive Equity market performance over rolling 12-month periods and not participate in more than 30% of negative movements. It does this through a systematic decision making and hedging processes.
2. Methodical BCI Equity Fund
The Fund targets outperformance of ALSI TR over periods of five years or longer. The Fund invests principally in South African equities and has a standard 30% allocation to offshore. The portfolio will compromise selected large and mid-cap equities that are drawn from all industry groups.
