
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