Who we are
MitonOptimal Portfolio Management (CI) Limited (“MOCI”), a part of the MitonOptimal Group of companies, is an independent investment manager and licensed by the Guernsey Financial Services Commission (“GFSC”), under the Protection of Investors (Bailiwick of Guernsey) Law, 1987 as amended. MOCI has established a strong track record with its range of core discretionary investment management services.
Our business is split into two distinct, but inter-related, areas:
- Mainstream investment management services - MOCI’s core business is discretionary investment management. Our services are utilised by a wide range of clients, including trustees, institutional investors, family offices, IFAs and private individuals from across the globe. We also act on an Advisory Dealing and Execution Only basis for a number of trustees and private clients in Guernsey, Jersey, the Isle of Man, the UK, South Africa and a number of other regulated international jurisdictions.
- Fund management - MOCI also advises on a small range of its MitonOptimal bespoke funds, based on our highly selective development of strategic relationships with specialist third party investment advisers.
Our aim is to deliver to our clients a high quality investment service, with a duty of care that goes hand in hand with our belief that honesty, integrity, flexibility and transparency are the foundation of a strong investment management company.
Core Beliefs -
- Set service and product standards by reference to those you would wish to receive yourself.
- Recognise your strengths and weaknesses and act appropriately.
- Recognise that good long-term investment management results require a blend of discipline, common sense and art.
- If something does not ‘add up’ based on fundamentals, then it will not be sustainable.
- Be prepared to admit you were wrong and to change your view.
- Good communication, regardless of whether the news is good or bad, is essential.
What we do
We take a long-term view to portfolio management, seeking to generate strong risk-adjusted returns above that achievable from cash or cash equivalents. We implement our investment philosophy by ensuring that simple, logical, fundamentals are the primary drivers determining how, where, when and why we invest money.
As a primarily multi-manager investor, we aim to identify proven managers whose investment approach dovetails with our ‘back to basics’ principles, for each of the asset classes, sectors or investment strategies we wish to access. We then blend an optimal mix of these managers into our portfolios, diversifying across a spread of underlying investments.
We consider the assessment of risk as being equally, if not more, important than that of potential return opportunities. We back our confidence in this approach by investing our own assets in the same way as we do our clients’.
