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Global banking opportunities: Where the team is finding value

Nigel Barnes, Kokkie Kooyman

In the second episode of our Global Financial Fund podcast series, we take a closer look at the opportunities currently shaping the portfolio.

In this episode, Nigel Barnes is joined by Barry de Kock and Ben Kooyman from Denker Capital’s Global Financials team for a discussion on global banking markets and where the team is uncovering value today. The conversation covers opportunities across Latin America, the US, Europe and Eastern Europe, as well as how the team reallocates capital as valuations and market conditions change.

Barry and Ben share insights into the factors driving investment decisions, from identifying banks with strong underlying returns and attractive valuations to managing risk through careful portfolio construction. They also discuss the importance of ongoing research and meeting management teams on the ground to better understand the businesses in which they invest.

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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  • Kokkie manages the award-winning Denker Global Financial Fund and its rand-denominated feeder fund. In 1989 he joined Old Mutual where he filled various investment management roles over 10 years, the last being Head of the Financial Services Sector. From 1999, Kokkie spent five years managing the local and global financial funds at Coronation Fund Managers. He established SIM (Sanlam Investment Management) Global in 2004, which merged with SIM Unconstrained Capital Partners to form Denker Capital.

    Kokkie has received the prestigious UK-based Investment Week’s Fund Manager of the Year award four times (2010-2013) in the financials category. The funds that Kokkie has managed over the years have received a range of industry awards. These include a Morningstar award for the Denker Global Financial Fund as well as Raging Bull awards for the Nedgroup Investments Financials Fund and the Denker SCI Global Equity Feeder Fund (the South African-registered feeder fund for the Denker Global Equity Fund).

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