Denker Capital held our “inaugural” Investor Days in the main centers across South Africa in October/November.
The theme of the investor days are “thinking investments”. We thought it to be very relevant amidst the volatile periods
we are finding ourselves in in the markets at the moment.
Thank you to everybody that attended and if you have any additional questions, please don’t hesitate to send them to us.
To access the presentations please click on the applicable link below.
Post Financial Crisis Economics
Arthur Kamp (Economist, Sanlam Investments) takes us through the landscape of the economic world post the financial crisis.
He also covers the slowdown in China as well as some economic factors about the South African economy.
SIM Value Fund
Claude van Cuyck gives some more insights into this local retail fund offering.
SIM Global Emerging Markets Fund
Neal Smith explains the emerging market landscape and talk more about the recently launched fund.
SIM Global Equity Income Fund
Douw Steenekamp celebrates the 3 year track record of this fund and shows how dividends are an important aspect of any investment.
Note: If you would like to receive a copy of the slides with the audio of the presentation included, please contact us to arrange this.