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
Don’t miss out on opportunities in smaller companies
We launched our small cap investment opportunity, the S-Alt SC Qualified Hedge Fund +, in 2019 to capitalise on the mispricing opportunities available in South
Podcast: Opportunities for growth in the global financial sector
At the end of February 2021, the global financial sector was up just over 11% in dollar terms for the year. What does that mean
South African companies: The outlook after lockdown
Our local equities team recently presented their views on the outlook for South African equities and how this is reflected in the positioning of the
Part III: Global financials – Looking forward to 2021 and 2022
Our global financials team recently presented their views on the sector outlook for 2021 and 2022. Listen to a recording of the discussion where they
Part II: Global financials still offer great opportunities
In a follow-up to the 28 April 2020 web-based meeting on the investment opportunities in the global financial sector, Kokkie Kooyman, executive director and portfolio
The impact of the current crisis on managing a local equity portfolio
Please click below to listen to a web-based meeting we held at the end of April 2020 on the impact of the current crisis on
Part I: Investment opportunities in the global financial sector
On 28 April 2020 we hosted a web-based meeting on the current investment opportunities in the global financial sector. Please click below to listen to
Our thoughts on the current issues facing South Africa
If you would like to hear our thoughts on the current issues facing South Africa, amidst the Covid-19 pandemic, please click below to listen to