Does shareholder activism add value?
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
Factors that have, and will continue to, contribute to the performance of the South African equity market
It has been a tough year for South African equities – by the end of November the FTSE/JSE All Share Index had delivered -12.6% for
Rational investors can benefit from emotional Mr Market
A version of this article was first published by Moneyweb. When markets swing wildly as has been the case so far in 2018, many investors allow
Meet our new equity analyst, Lizelle van Rooyen
We are passionate about building wealth for investors over time by discovering attractive investment opportunities around the world. Our global equities team plays a critical
Most investors have as much control over their outcomes as their investment managers
This article was first published by Moneyweb. US investors consistently earn lower returns than the market and the funds in which they invest. This gap in
Is the tide changing for active value managers?
This article was first published by Glacier Research’s Funds on Friday on 3 August 2018. For the past decade, investors in the South African equity market would
Our balanced fund combines ideas to offset risk and provide more consistent returns for investors
The Denker Sanlam Collective Investments (SCI) Balanced Fund is appropriate for investors saving for the long term who wish to have their savings invested in
First-hand accounts of the Omaha experience
Every year thousands of people head to Omaha in Nebraska in the United States to attend Berkshire Hathaway’s annual shareholders’ meeting (AGM) – mainly to
Introducing Nigel Barnes, our new head of business development
We are delighted to introduce Nigel to our clients and associates. In his new role at Denker, he will provide strategic direction to our marketing
Good economic news doesn’t always mean better returns
Equity investors often expect positive returns when there’s good news about economic growth, but sometimes good economic news results in poor returns. Because it is
