Principles.

Investment philosophy

Methodical is a specialist owner-managed investment management firm.

Owner-managed in order to ensure operational independence, asset management firm in order to emphasize our role as a pure investment manager that does not offer consultant or advisory services.

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. Wherever possible, we seek to mitigate or eliminate subjective human bias with investment decisions being driven by methodical, probabilistic and objective processes. This thread of decision making based on objective data analysis runs true through all of our product areas. It is investing on 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 whilst encouraging a culture of full transparency and customer focused integrity.

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

Within Methodical’s focus on equity strategies, we have three different solutions to meet varying client requirements:

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.