Ricco Friedrich on intelligent investing in South Africa and beyond
Ricco Friedrich, an executive director and portfolio manager at Denker Capital, was recently interviewed by MOI Global, a global investor community. In the interview, Ricco
Investing in small caps in the current crisis – steer clear or lock down long-term rewards?
At times of crisis, like we are currently experiencing, market participants tend to seek the liquidity and perceived safety of large cap stocks and to
The impact of the current crisis on managing a local equity portfolio
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
Our thoughts on the current issues facing South Africa
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
What’s going on? Useful insights from past market manias
Following our article last week, ‘Life B.C. (Before Covid-19) and how to survive a crisis’, we have further clarity on how governments around the world
Life B.C. (Before Covid-19) and how to survive a crisis
Never before have we experienced such volatility, which is indicative of the high level of uncertainty amongst investors. So far, global markets are down roughly
Finding your investment edge is key to outperformance
A common trait of successful investors is that they tend to understand their own strengths and limitations. They are cognisant of their circle of competence
Market review: Q2 2019 and beyond
In times like these, where uncertainty and volatility dominate market news, it is easy to become overly focused on the macro picture and fall victim
Value investing – a negative art
‘If there is difficulty or doubt the security should be declined.’ Benjamin Graham Risk management is essential to mitigate the consequences of being wrong about
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
