The Denker Capital financials team recently met with the management teams of some of the South African banks and insurers. In this episode, the team shares the common threads and growth prospects of a number of these companies and ...
In this episode, Portfolio manager Jacobus Oosthuizen talks to Nigel Barnes about how we use our process and philosophy to navigate the global environment. Jacobus uses sector and company specific examples and tells listeners what ...
In this episode, the Denker Capital portfolio managers chat to Nigel Barnes about the current and near-term prospects within the local and global areas that they cover. Nigel Barnes: Hello everyone, and welcome. We have quite a big ...
Having just come out of results season for the global financial sector, in this episode, Nigel Barnes speaks to our global financials team who share their feedback from their recent company engagements.
It’s the end of August 2022, and just over five years since the launch of the Denker Sanlam Collective Investments (SCI) Balanced Fund and the Denker Sanlam Collective Investments (SCI) Stable Fund.
Investing in the appropriate funds and with the right investment managers is important. But apart from a fund selection decision, as an investor, what else can you do to ensure your investment success? In this article Madalet ...
After five years of moderate returns from markets, the Denker Sanlam Collective Investments (SCI) Balanced Fund and the Denker Sanlam Collective Investments (SCI) Stable Fund have generated good investor outcomes with low levels of ...
Despite company results beating expectations, valuations of global financial stocks are down. They are at post-Global Financial Crisis and post-Covid-19 levels again, mainly due to the fear of sharply higher interest rates and a ...
The Denker Capital S-Alt SC Qualified Hedge Fund + continues to outperform the broader equity market. In this article Jan Meintjes, portfolio manager, explains why and provides five reasons why the South African small cap sector ...
In this article Kokkie Kooyman explains why, with rising interest rates and the recent crypto market price falls as context, ‘sane’ investors in the financial sector are currently spoilt for choice. Warren Buffett has ...
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