Claim OwnershipThe Denker Capital podcast
Subscribed: 2Played: 40
Subscribe
© 2024 The Denker Capital podcast
Description
Welcome to the Denker Capital podcast, where we have conversations about South African and global investment-related topics with experts in their fields. Brought to you by Denker Capital, Cape Town-based global investment manager, passionate about discovering investment opportunities in South Africa and around the world. This podcast is hosted by Denker Capital's Head of Sales, Nigel Barnes. The opinions expressed in this podcast are those of the participants and do not necessarily represent those of Denker Capital. This podcast does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment. Please do not rely on any information without appropriate advice from an independent financial adviser. The value of investments may go down as well as up, and past performance is not a guide to future performance. Denker Capital is an authorised financial services provider in South Africa.
26 Episodes
Reverse
After a strong year for South African equities, portfolio manager of the Denker SCI Equity Fund, Claude van Cuyck, covers some of the sectors and stock ideas that have generated solid returns for investors in the fund. He also touches on the positioning of the fund and the outlook for the new year. In the same episode, equity analyst Ricardo Micheals provides some insight into the platinum sector and what we expect from the sector going forward.
Now that the easy money has been made, what are the prospects for the smaller listed South African companies? Jan Meintjes, portfolio manager of our small caps fund, believes that the combination of good tailwinds, strong management teams and favourable valuation metrics – and good stock picking - will produce attractive returns for investors going forward.
In this podcast, Nigel Barnes congratulates Kokkie Kooyman on turning 70 in January. Kokkie reflects on his diverse 35-year investment career and shares some of his global investing experiences. From insights on meeting management teams around the world, to Berkshire Hathaway meetings, Kokkie shares his perspectives on the financial sector – touching on the past and the future.
In this episode, we reflect on the 25-year history of the Denker Sanlam Collective Investments (SCI) Equity Fund. Caylin Conradie chats with Claude van Cuyck, the Portfolio Manager of the fund, to gain insight into its performance, the team’s approach to identifying opportunities and risks, the challenges and successes of the past, and the ever-evolving landscape of South African equities.
In this episode, Jacobus Oosthuizen and Nigel Barnes discuss the performance of global markets in 2023 - exploring the impact of tech stocks and the AI frenzy, and factors that have contributed to the performance of the Denker Global Equity Fund and the Denker Sanlam Collective Investments (SCI) Global Equity Feeder Fund this year. They also touch on our investment approach and some stock ideas and shed some light on the challenges and opportunities that lie ahead.
With it being Youth Day in South Africa this week, in our latest podcast Madalet Sessions and Caylin Conradie delve into the importance of starting to save early and the impact it can have on your future. We explain the power of compounding and illustrate how even small contributions can lead to significant wealth over time. If you’d like to understand the concepts of saving and investing better, whether you're a young adult or further along in life, the principles we discuss should be applicable to you.
In this episode, Nigel Barnes chats to Kokkie Kooyman and Ben Kooyman about the current US banking crisis. They talk about what happened earlier this month, why it happened and how far the effects are being felt. Kokkie manages the Denker Global Financial Fund and Ben is an equity analyst on the global financials team – so they’ll also cover how the fund has been affected in the last two weeks and what we expect going forward.
We’re thrilled to have been joined by Michael Jordaan – CEO and founder of Montegray Capital, Chairman of Bank Zero and former CEO of FNB – for our first podcast of 2023. Joining him to talk about some of the things that are currently top of mind for investors in the financial sector were Kokkie Kooyman, global financials portfolio manager, and Nigel Barnes, our head of business development. They discussed the opportunities in the financial sector and the broader investment market, the challenges banks are facing, blockchain and decentralised finance and how all these factors shape the portfolio of the Denker Global Financial Fund.
In this episode, Portfolio manager Jacobus Oosthuizen talks to Nigel Barnes about how we use our process and philosophy to navigate the global environment. Jacobus uses sector and company specific examples and shares what differentiates the Denker Global Equity Fund from its peers.
In this episode, all of the Denker Capital portfolio managers chat to Nigel Barnes about the current and near-term prospects within the local and global areas that they cover.
It’s the 31st of August 2022, and we’ve just come out of results season for the global financial sector. In this episode our head of business development, Nigel Barnes, speaks to members of our global financials team who share their feedback from their recent company engagements. Looking at company fundamentals and valuations – investors are currently spoilt for choice in this sector.
It’s the end of August 2022, and just over five years since the launch of the Denker Sanlam Collective Investments (SCI) Balanced Fund and the Denker Sanlam Collective Investments (SCI) Stable Fund. In this episode the co-managers of these funds, Madalet Sessions and Jan Meintjes, talk about their strategies, their strong focus on risk management, regrets, and how the greater investment team at Denker Capital is integrated in our multi-asset fund processes.
In a global integrated economy and with Naspers/Prosus being a significant part of the JSE, it is important to understand what recently happened in China, what has changed, and what this means for investors. Nigel Barnes chatted to Claude van Cuyck who manages the Denker SCI Equity Fund and Denker SCI SA Equity Fund to ask him about this.
Comments
Download from Google Play
Download from App Store
United States