Podcast: Berkshire Hathaway annual shareholders’ meeting: Kokkie Kooyman shares his views
With 20 trips to Omaha under his belt to attend the annual shareholder’s meeting, and through researching and analysing the company for over two decades,
Podcast: Returns from the financial sector: Comments, analysis and prospects
The Denker Global Financial Fund returned 82.3% in US dollars for the 12 months to the end of March, outperforming the MSCI World Financials Index
Is your portfolio positioned to benefit from the growth opportunities in global financials?
Despite the fact that global financials are set to benefit from the current macro cycle, have very favourable valuations, and should be one of the
Podcast: Latest trends in the South African equity market
In this episode, Jan Meintjes and Claude van Cuyck discuss the standout themes from the first quarter’s company results and management interactions. They also cover
Don’t miss out on opportunities in smaller companies
We launched our small cap investment opportunity, the S-Alt SC Qualified Hedge Fund +, in 2019 to capitalise on the mispricing opportunities available in South
Podcast: Opportunities for growth in the global financial sector
At the end of February 2021, the global financial sector was up just over 11% in dollar terms for the year. What does that mean