In our latest podcast, our Head of Global Equity, Jacobus Oosthuizen, and Head of Business Development, Nigel Barnes, discuss the performance of global markets in 2023 – exploring the impact of tech stocks and the AI frenzy, and ...
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 African smaller cap companies. Since then, we have been building a ...
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.
If you would like to hear our thoughts on the current issues facing South Africa, amidst the Covid-19 pandemic, please click below to listen to a web-based meeting we hosted yesterday (14 April 2020). A summary of the main points is ...
As portfolio managers, we focus on what we know instead of relying on uncertain media and economic news. We rely on our in-depth research on company fundamentals, which informs our assessment of a company’s intrinsic value.
We are excited about growing our brand and business.
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