DFM Discussions with MitonOptimal

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.

Five In Five with Foord Asset Management

Head of Portfolio Management, Jacques de Kock, chats to Nick Balkin, Chief Investment Officer at Foord 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.

09-16
09:06

Lessons in Longevity: Foord’s 44-Year Investment Journey

In this episode of DFM Discussions, Head of Portfolio Management, Jacques de Kock sits down with Nick Balkin, CIO of Foord Asset Management, to explore the firm’s 44-year track record and the lessons learned along the way. From leadership transitions and fostering individual investment styles, to navigating geopolitical risks and uncovering opportunities in both South African and global markets, Nick shares candid insights on humility, adaptability, and building portfolios for the next decade.

08-26
20:36

Five In Five with Steyn Capital

Portfolio Manager, Jacques de Kock, chats to Andre Steyn, CEO and Portfolio Manager of Steyn Capital, 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.

05-07
09:40

Five In Five with Laurium Capital

Portfolio Manager, Jacques de Kock, chats to Portfolio Managers; Brian Thomas and Matthew Pouncett at Laurium Capital, 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.

03-13
07:55

Five In Five with Fairtree

Portfolio Manager, Jacques de Kock, chats to Cornelius Zeeman, Equity Portfolio Manager at Fairtree, 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.

02-25
05:56

Spotting Value: Lessons from SA and US Markets

Portfolio Manager, Jacques de Kock, chats to John Biccard, Portfolio Manager of the Ninety One Value Fund. They explore the intersection of politics, investment strategies, and market dynamics. John unpacks the fund's bottom-up approach, highlighting key decisions that capitalized on undervalued South African shares. He also shares perspectives on global commodities, U.S. market valuations, and emerging opportunities in logistics and infrastructure.

12-11
19:11

Five In Five with Coronation

Portfolio Manager, Jacques de Kock, chats to Neville Chester, Portfolio Manager at Coronation, 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.

09-18
07:15

Five In Five with M&G Investments

Portfolio Manager, Jacques de Kock, chats to Chris Wood, Portfolio Manager of the M&G Equity Fund, in our series, Five In Five. This series gives you a glimpse into our due diligence 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.

09-12
08:11

Five In Five with Dodge & Cox

Portfolio Manager, Jacques de Kock, chats to Kevin Johnson, Fund Manager at Dodge & Cox, in our series, Five In Five. This series gives you a glimpse into our due dilligence process and will bring you insights from some leading investment specialists. We’re posing them five questions to answer in five minutes.

09-04
09:39

Balancing flexibility and strategy in investment management

Portfolio Manager, Jacques de Kock, chats to Neville Chester, Portfolio Manager at Coronation. The conversation highlights the importance of a long term investment approach, the advantages of having a robust research team, and how Coronation balances flexibility with strategic stock holding. The discussion also covers the significance of offshore allocation, the risks and opportunities in the fixed income market, and the implications of the 2024 elections on financial strategies.

08-28
16:39

Five In Five with RisCura

Portfolio Manager, Jacques de Kock, chats to Faisal Rafi, Head of Manager Research at RisCura, in our series, Five In Five. This episode was recorded on a recent trip to London where we had the opportunity to speak with various offshore investment experts. 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. Recorded on: 11 June 2024

08-21
15:48

Five In Five with M&G Investments

Portfolio Manager, Jacques de Kock, chats to Ross Biggs, Chief Investment Officer: Equities about the M&G Dividend Maximiser Fund, in our series, Five In Five. This series gives you a glimpse into our due diligence 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.

08-14
11:29

Investment Opportunities in Emerging Markets

Portfolio Manager, Jacques de Kock, chats to Faisal Rafi, Head of Manager Research at RisCura. They explore the contrasting perspectives on emerging markets versus developed markets, focusing on the potential value in emerging markets amidst global economic shifts. Additionally the conversation provides insights into the historical challenges and current opportunities within emerging markets, highlighting improved balance sheets, commodity price dynamics and innovative companies.

08-07
20:03

Five In Five with BlackRock

Portfolio Manager, Jacques de Kock, chats to Andy Nielsen, Director and Product Strategist at BlackRock, 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.

07-10
08:03

Managing the near term, investing for the long term

Portfolio Manager, Jacques de Kock, chats to Andy Nielsen, Director and Product Strategist at BlackRock. They delve into the intricacies of their global allocation strategy, the importance of adjusting portfolios in response to market volatility, and the current asset allocation within BlackRock’s portfolios. They also discuss the strategic positioning in equities and the role of credit in today’s market environment.

07-04
11:54

Five In Five with Think Capital

Portfolio Manager, Jacques de Kock, chats to Elmien Wagenaar, Investment Manager and Director at Think Capital, 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.

06-14
09:17

Hedge Funds: Risks, Regulations, and Strategies in South Africa

Portfolio Manager, Jacques de Kock, chats to Elmien Wagenaar, Investment Manager and Director at Think Capital. They discuss the misconceptions around hedge fund risks and the critical role of regulation and the advantages of these strategies. They also delve into the advantages of fund of hedge funds strategies, the role of allocators, and delicately balancing transparency with strategy protection.

06-11
16:32

Five In Five with Reitway Global

Portfolio Manager, Jacques de Kock, chats to Greg Rawlins, Chief Executive Officer and Portfolio Manager at Reitway Global, 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.

06-04
06:26

Property: The most loved or most hated asset class?

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.

05-28
12:53

Five In Five with PSG Asset Management

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.

05-21
11:29

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