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Beyond banks: Exploring other financial opportunities

Nigel Barnes, Barry de Kock, Ben Kooyman

In the third episode of our Global Financial Fund podcast series, Nigel Barnes is joined by Barry de Kock and Ben Kooyman to explore the areas of the portfolio that sit beyond traditional banking.

The discussion examines opportunities across non-life insurance, debt collection and exchange businesses, highlighting how the team uncovers value in often overlooked parts of the global financial sector. Barry and Ben share insights into the factors supporting these investments, from attractive valuations and strong cash generation to the defensive characteristics of certain business models.

The conversation also demonstrates how the fund’s opportunity set extends well beyond banks, allowing the team to allocate capital across a diverse range of financial businesses in pursuit of long-term value for investors. 

 

Please contact us for more information on the Denker Global Financial Fund, or if you would like to invest.

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Disclaimer

The opinions expressed in this podcast are those of the participants and do not necessarily represent those of Denker Capital. This podcast does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment. Please do not rely on any information without appropriate advice from an independent financial adviser. The value of investments may go down as well as up, and past performance is not a guide to future performance. Denker Capital is an authorised financial services provider in South Africa.

To view the full disclaimer relating to the fund mentioned in this episode, please click here.

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About the author

  • Nigel’s focus is to drive the business development strategy and lead the sales function. Before joining us, Nigel fulfilled a range of business development and sales roles over a period of 10 years at Investec. While living in London, before relocating to South Africa, Nigel was the sales director at Deutsche Asset Management and a director at Close Finsbury Asset Management. His career started in 1995 and has included consulting work, where his main focus was building strategic partnerships in the financial services industry. Nigel joined Denker Capital in 2018, bringing with him a wealth of local and international asset management industry experience.

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  • Barry is an equity analyst responsible for researching global insurers and Latin American financial stocks. He is also a co-portfolio manager on the Denker Global Opportunities Portfolio (an actively managed certificate). He started his investment career as a quantitative analyst at Riscura Solutions in 2012 and left as a product specialist to join our global financial team in 2015.

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  • In his role as equity analyst, Ben focuses on developed market banks in the global financial sector. Ben joined the team in 2014 after completing his articles at RSM.

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