The Denker Capital podcast
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Welcome to the Denker Capital podcast, where we have conversations about South African and global investment-related topics with experts in their fields. Brought to you by Denker Capital, Cape Town-based global investment manager, passionate about discovering investment opportunities in South Africa and around the world.
The Denker Capital podcast
2M ago
In this podcast, Nigel Barnes congratulates Kokkie Kooyman on turning 70 in January. Kokkie reflects on his diverse 35-year investment career and shares some of his global investing experiences. From insights on meeting management teams around the world, to Berkshire Hathaway meetings, Kokkie shares his perspectives on the financial sector – touching on the past and the future ..read more
The Denker Capital podcast
6M ago
In this episode, we reflect on the 25-year history of the Denker Sanlam Collective Investments (SCI) Equity Fund. Caylin Conradie chats with Claude van Cuyck, the Portfolio Manager of the fund, to gain insight into its performance, the team’s approach to identifying opportunities and risks, the challenges and successes of the past, and the ever-evolving landscape of South African equities ..read more
The Denker Capital podcast
11M ago
In this episode, Jacobus Oosthuizen and Nigel Barnes discuss the performance of global markets in 2023 - exploring the impact of tech stocks and the AI frenzy, and factors that have contributed to the performance of the Denker Global Equity Fund and the Denker Sanlam Collective Investments (SCI) Global Equity Feeder Fund this year. They also touch on our investment approach and some stock ideas and shed some light on the challenges and opportunities that lie ahead.  ..read more
The Denker Capital podcast
11M ago
With it being Youth Day in South Africa this week, in our latest podcast Madalet Sessions and Caylin Conradie delve into the importance of starting to save early and the impact it can have on your future. We explain the power of compounding and illustrate how even small contributions can lead to significant wealth over time. If you’d like to understand the concepts of saving and investing better, whether you're a young adult or further along in life, the principles we discuss should be applicable to you ..read more
The Denker Capital podcast
1y ago
In this episode, Nigel Barnes chats to Kokkie Kooyman and Ben Kooyman about the current US banking crisis. They talk about what happened earlier this month, why it happened and how far the effects are being felt. Kokkie manages the Denker Global Financial Fund and Ben is an equity analyst on the global financials team – so they’ll also cover how the fund has been affected in the last two weeks and what we expect going forward.  ..read more
The Denker Capital podcast
1y ago
We’re thrilled to have been joined by Michael Jordaan – CEO and founder of Montegray Capital, Chairman of Bank Zero and former CEO of FNB – for our first podcast of 2023. Joining him to talk about some of the things that are currently top of mind for investors in the financial sector were Kokkie Kooyman, global financials portfolio manager, and Nigel Barnes, our head of business development. They discussed the opportunities in the financial sector and the broader investment market, the challenges banks are facing, blockchain and decentralised finance and how all these factors shape the portfol ..read more
The Denker Capital podcast
1y ago
The Denker Capital podcast
1y ago
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 shares what differentiates the Denker Global Equity Fund from its peers ..read more
The Denker Capital podcast
1y ago
It’s the 31st of August 2022, and we’ve just come out of results season for the global financial sector. In this episode our head of business development, Nigel Barnes, speaks to members of our global financials team who share their feedback from their recent company engagements. Looking at company fundamentals and valuations – investors are currently spoilt for choice in this sector ..read more
The Denker Capital podcast
1y ago
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. In this episode the co-managers of these funds, Madalet Sessions and Jan Meintjes, talk about their strategies, their strong focus on risk management, regrets, and how the greater investment team at Denker Capital is integrated in our multi-asset fund processes ..read more