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 ...
After a strong year for South African equities, portfolio manager of the Denker SCI Equity Fund, Claude van Cuyck, covers some of the sectors and stock ideas that have generated solid returns for investors in the fund.
The Denker Sanlam Collective Investments (SCI) Balanced Fund has delivered top-quartile performance over multiple periods since its inception in May 2017. Such consistent performance across market cycles and macro developments is ...
The Denker Sanlam Collective Investments (SCI) Balanced Fund has delivered top-quartile performance over multiple periods since inception. Such consistent performance across market cycles and macro developments is the ideal outcome ...
In a global integrated economy and with Naspers/Prosus being a significant part of the JSE, it is important to understand what recently happened in China, what has changed, and what this means for investors.
In the latest episode of our podcast portfolio managers Claude van Cuyck, Jan Meintjes and Madalet Sessions cover the mid-year performance and positioning of our local equity and multi-asset funds. The funds have performed consistently ...
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 how these trends have impacted the current positioning of the ...
Our local equities team recently presented their views on the outlook for South African equities and how this is reflected in the positioning of the Denker SCI Equity Fund*.
Please click below to listen to a web-based meeting we held at the end of April 2020 on the impact of the current crisis on managing a local equity fund, specifically our Denker SCI Equity Fund. A summary of the main points is listed below.
1. The world will not stop operating – companies will still produce goods and consumers will still consume. Despite all the unknowns we are facing what we do know is that we still need to eat, we still need healthcare (more so now), we ...
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