Podcast: The prospects for South African small caps
Now that the easy money has been made, what are the prospects for the smaller listed South African companies?
Podcast: Is now the time to overweight global financials?
In this podcast Kokkie Kooyman, portfolio manager of the Denker Global Financial Fund, and equity analysts, Barry de Kock and Craig Metherell, provide an update
The best of Denker | How the team generates returns for investors in the Denker SCI Balanced Fund
The Denker Sanlam Collective Investments (SCI) Balanced Fund has delivered top-quartile performance over multiple periods since its inception in May 2017. Such consistent performance across
The best of Denker | The Denker SCI Balanced Fund combines our skills for top returns
The Denker Sanlam Collective Investments (SCI) Balanced Fund has delivered top-quartile performance over multiple periods since inception. Such consistent performance across market cycles and macro
Podcast: China regulatory clampdown and the impact on investments in companies such as Naspers
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,
Podcast: Mid-year focus on our South African funds
In the latest episode of our podcast portfolio managers Claude van Cuyck, Jan Meintjes and Madalet Sessions cover the mid-year performance and positioning of our
Podcast: Madalet Sessions on diversifying for all outcomes
Madalet Sessions accepts that, although some fundamental truths exist, the macroenvironment is unpredictable – which is why she and Jan Meintjes try to cover all
Podcast: Berkshire Hathaway annual shareholders’ meeting: Kokkie Kooyman shares his views
With 20 trips to Omaha under his belt to attend the annual shareholder’s meeting, and through researching and analysing the company for over two decades,
Podcast: Returns from the financial sector: Comments, analysis and prospects
The Denker Global Financial Fund returned 82.3% in US dollars for the 12 months to the end of March, outperforming the MSCI World Financials Index
Podcast: Latest trends in the South African equity market
In this episode, Jan Meintjes and Claude van Cuyck discuss the standout themes from the first quarter’s company results and management interactions. They also cover