About OIG
The Optimum Investment Group (OIG) was established in April 2014.
We are a boutique asset manager offering a diverse range of investment options, including unit trust funds and managed portfolios. With over R18 billion in assets under management, we have enough scale to withstand market turmoil whilst still being nimble to act fast when necessary.
Through our dedicated approach to active management, we navigate market complexities, seize opportunities, and deliver sustainable value to our clients for a prosperous tomorrow.
This strategic move was aimed at leveraging the group’s financial expertise to offer innovative, multi-asset investment solutions, to address the evolving needs of the group’s clients.
Today, our global presence spans across South Africa and the UK. Our South African investment and operations team is situated in Cape Town, with additional team members represented in Gauteng, Mbombela and the Garden Route. Our team in London consists of a macro strategist and a portfolio manager.
Meet the Team
At OIG, our experts are carefully selected for their commitment to maintaining the highest standards of compliance and integrity within the financial industry.
We navigate the complexities of financial operations with precision and care, prioritising ethical practices and regulatory adherence. Our collective mission is to promote transparency and accountability, offering clients a reliable partner to guide them through the challenges of the financial landscape.
Our global presence spans across South Africa and the UK. Our South African investment and operations team is situated in Cape Town, with additional team members represented in Gauteng, Mbombela and the Garden Route. Our team in London consists of a macro strategist and a portfolio manager.
Directors
Louwrens Smith
Group CEO
Robert Roux
Chairman
Francois Botha
Chief Investment Officer
Andromeda Jooste-Daniels
Chief Financial Officer
Eugene Visagie
Director and Head of Strategy
Team
Alta Botha
Business Development Manager
Andrea Arendse
Marketing Manager
Anika Theron
Head of Marketing
Anton van Niekerk
Portfolio Manager
Bianca Triebel
Equity Analyst
Christelle van Niekerk
Manager: Advisor Consultants
Cleon Du Preez
Portfolio Specialist
Enrico February
Chief Operating Officer
Estian Storm
Portfolio Specialist
Graham Benjamin
Business Development Manager
Jaco Taute
Business Development Manager
Jo Streicher
Equity Analyst
Kerstin Matthews
Operations Analyst
Liam Roux
Junior Investment Analyst
Liesel Pretorius
Adviser Consultant
Lu-Jean Mostert
Operations Manager
Marilize van Zyl
Head of Manager Research
Marko Ras
Senior Equity Analyst
Matlhatsi Kaole
Junior Analyst
Michelle Parker
Head of Distribution
Olivia Dirks
Office Manager
Sihle Tengimfene
Junior Investment Analyst
Tara Petersen
Junior Investment Analyst
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How we do it
- Goals
Set well defined and measurable goals
Establish clear and quantifiable objectives
- Solutions
Develop innovative investment solutions
Implementing cutting-edge investment strategies and solutions
- Personal
Attract, retain and nurture human capital
Attract, retain, and foster the growth of valuable talent resources
- Quality
Ensure world-class governance
Establish and maintain governance practices of the highest global standards
Our Approach
We aim to foster personal client relationships built on trust and bespoke service delivery, striving to exceed expectations in every aspect of our operations.
Our commitment to innovation and excellence drives us to continually evolve our investment strategies and adapt to changing market conditions, ensuring sustained growth and prosperity for both our clients and our firm.
We prioritise personalised investment management, fostering long-term relationships based on trust, transparency, and integrity.
Our funds and portfolios are tailored to meet unique investor goals and are suitable for various time horizons and risk tolerance levels. Our seasoned professionals blend market expertise with a deep understanding of client needs to craft bespoke strategies.
We focus on creating products tailored to growing wealth for a prosperous tomorrow.
We are dedicated to delivering consistent, risk-adjusted returns, prioritising our investor’s financial success and wealth creation. Our commitment to innovation and excellence drives us to continually evolve our investment strategies and adapt to changing market conditions, ensuring sustained growth and prosperity for our clients and our firm.
We incorporate thematic investing, at fair value. At OIG, we provide actively managed investment solutions.
By staying attuned to evolving macroeconomic dynamics and thematic developments, we aim to benefit from emerging opportunities while managing risks effectively. Our approach integrates thorough research and forward-looking insights to identify key long-term trends shaping markets. Therefore, we pursue a targeted thematic strategy at fair value, aiming for sustainable long-term performance.
Our Values
Integrity
Integrity is the cornerstone of OIG’s philosophy. We adhere to the highest ethical standards, ensuring transparency, honesty, and trust. We build lasting relationships with financial advisers and their clients, fostering confidence and reliability.
Commitment
We consistently go the extra mile for those we serve. Our enthusiasm for investment management drives us to innovate, deliver reliable results, and make a meaningful impact. We approach every challenge with dynamism and determination, ensuring we deliver on expectations and create lasting value.
Growth
At OIG, we are committed to continuous improvement, development and learning. We invest in our people, processes, and partnerships to stay ahead in a dynamic industry. We are committed to growing wealth for a prosperous tomorrow.
Accountability
Accountability is cardinal to OIG’s commitment to excellence. We take ownership of our actions and decisions, ensuring we deliver on our promises with precision and care. By being responsible and transparent, we build trust and uphold our reputation for reliability.
Excellence
Excellence defines OIG’s approach to every aspect of our work. We set high standards and strive to surpass them, delivering exceptional outcomes for advisers and their clients. Through innovation, precision, and an unwavering focus on quality, we ensure that everything we do reflects our commitment to excellence.
Determination
We approach every challenge with a steadfast resolve, ensuring we overcome obstacles and deliver on our commitments. We concentrate on understanding the unique needs of advisers and their clients, tailoring our strategies to achieve optimal outcomes. By maintaining clarity and prioritising what matters most, we ensure consistent and impactful results.
