Claim OwnershipDFM Discussions with MitonOptimal
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A series of podcasts providing key market insights, industry information and regulatory analysis.
The content of this podcast is for information purposes only and does not constitute an offer/invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice based on your specific needs and circumstances. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the FSCA -Registration No. 2005/032750/07.
The content of this podcast is for information purposes only and does not constitute an offer/invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice based on your specific needs and circumstances. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the FSCA -Registration No. 2005/032750/07.
22 Episodes
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Portfolio Manager, Jacques de Kock, chats to Greg Rawlins of Reitway Global about navigating the property sector and explores its performance amidst economic pressures, management influences and geopolitical risks.
Greg provides insights into the complexities of REITs, both in South Africa and globally, highlighting challenges and opportunities within diversified portfolios.
Portfolio Manager, Jacques de Kock, chats to John Gilchrist, Chief Investment Officer at PSG Asset Management, in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Portfolio Manager, Jacques de Kock, chats to John Gilchrist of PSG Asset Management about contrarian investing and their investment style.
Portfolio Manager, Jacques de Kock, chats to Daniel Malan and Mikael Liefferink, Founders and Portfolio Managers of Perspective Investment Management, in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Head of Portfolio Management, Roeloff Horne, chats to Daniel Malan and Mikael Liefferink, Founders and Portfolio Managers of Perspective Investment Management, about their value based stock selection process, identifying long term opportunities and diversifying risk given this approach.
Portfolio Manager, Jacques de Kock, chats to Stanlib’s Head of Systematic Solutions, Rademeyer Vermaak, in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Portfolio Manager, Jacques de Kock, chats to Prescient Investment Management’s Chief Investment Officer, Bastian Teichgreeber, in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Head of Portfolio Management, Roeloff Horne, chats to Rademeyer Vermaak, Head of Systematic Solutions at Stanlib, about their view on the negative sentiment surrounding SA Equities currently.
Portfolio Manager, Jacques de Kock, chats to Bastian Teichgreeber, Chief Investment Officer at Prescient Investment Management, about their philosophy and approach to portfolio construction.
Quantitative Analyst, Jacques de Kock, chats to Paul Bosman - Portfolio Manager at Granate Asset Management - in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Portfolio Manager, Jacques de Kock, chats to 36ONE Portfolio Manager Steven Hurwitz in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Head of Portfolio Management, Roeloff Horne, chats to Paul Bosman, of Granate Asset Management, about managing geopolitical threats and identifying opportunities.
Head of Portfolio Management, Roeloff Horne, chats to Evan Walker and Steven Hurwitz, of 36ONE, about insuring portfolios against political risk.
Portfolio Manager, Jacques de Kock, chats to Allan Gray Chief Investment Officer Duncan Artus in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Head of Portfolio Management, Roeloff Horne, chats to Duncan Artus, Chief Investment Officer at Allan Gray, about SA Retail Bonds - questioning whether this asset class really is "risk free". Duncan Artus also provides an update on the Allan Gray Stable Fund.
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
In this episode of DFM Discussions, we chat to Alan Yates, Head of Distribution at Peregrine, about Hedge Funds. We unpack how they differ from general CIS funds and demystify the misconceptions surrounding them.
In this episode of DFM Discussions we chat to founder of Coherent Capital Management Andy Pfaff on
Why & how do direct commodities differ from Resource Equities?
What are the economic factors influencing commodity prices at the moment?
Why include direct commodities in an investment portfolio?
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