Ricco Friedrich, an executive director and portfolio manager at Denker Capital, was recently interviewed by MOI Global, a global investor community. In the interview, Ricco talks about his own investment journey.
Small caps normally underperform in the initial stages of a bear market, as investors attempt to minimise their risk exposure. The lower levels of liquidity and tradability of small caps tend to magnify the impact on the prices of ...
There has been no greater pandemic than the Spanish flu of 1918. However, the Spanish flu happened during World War I, which makes direct comparisons a little harder.
It’s helpful to consider the facts and look back at how markets have behaved in previous crises. Below are some of the lessons we’ve learnt from the past that are valuable in the current turmoil.
Outperforming the market starts with understanding the potential sources of returns. At Denker Capital, to generate market-beating returns for our investors, we continuously look at how we can improve our edge by gaining a better ...
While macro events do not dictate our investment decisions, we do consider the bigger picture. At Denker Capital, we follow a bottom-up investment philosophy. This means we look for quality companies, and we invest in these companies ...
Small caps tend to catch pneumonia when markets sneeze. When I started out in the asset management industry in April 1998, little did I know that I was about to witness more bloodshed than in the last season of Game of Thrones. As ...
‘If there is difficulty or doubt the security should be declined.’ Benjamin Graham Risk management is essential to mitigate the consequences of being wrong about an investment. If there is one important lesson that time in the ...
Your choice of investment manager affects your outcome We believe that investors need to take the time to understand their chosen investment manager’s philosophy and approach so that their thinking is aligned. This can help prevent ...
While shareholder activism has been on the rise in the US, in South Africa the bar has been set very low. Most shareholder activism has targeted directors’ remuneration, has been directed at larger companies, and has tended to take ...
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