DFM Discussions with MitonOptimal

Mar 13 2025 36 ep. 13 mins

DFM Discussions with MitonOptimal Podcast artwork

A series of podcasts providing key market insights, industry information and regulatory analysis. The content of this podcast is for information purposes only and does not constitute an offer/invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice based on your specific needs and circumstances. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the FSCA -Registration No. 2005/032750/07.

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Five In Five with Laurium Capital

Mar 13 2025 7 mins

Portfolio Manager, Jacques de Kock, chats to Portfolio Managers; Brian Thomas and Matthew Pouncett at Laurium Capital, in our series, Five In Five.This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.

Five In Five with Fairtree

Feb 25 2025 5 mins

Portfolio Manager, Jacques de Kock, chats to Cornelius Zeeman, Equity Portfolio Manager at Fairtree, in our series, Five In Five.This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.

Spotting Value: Lessons from SA and US Markets

Dec 10 2024 19 mins

Portfolio Manager, Jacques de Kock, chats to John Biccard, Portfolio Manager of the Ninety One Value Fund. They explore the intersection of politics, investment strategies, and market dynamics. John unpacks the fund's bottom-up approach, highlighting key decisions that capitalized on undervalued South African shares. He also shares perspectives on global commodities, U.S. market va

Five In Five with Coronation

Sep 18 2024 7 mins

Portfolio Manager, Jacques de Kock, chats to Neville Chester, Portfolio Manager at Coronation, in our series, Five In Five. This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.

Five In Five with M&G Investments

Sep 11 2024 8 mins

Portfolio Manager, Jacques de Kock, chats to Chris Wood, Portfolio Manager of the M&G Equity Fund, in our series, Five In Five. This series gives you a glimpse into our due diligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.

Five In Five with Dodge & Cox

Sep 04 2024 9 mins

Portfolio Manager, Jacques de Kock, chats to Kevin Johnson, Fund Manager at Dodge & Cox, in our series, Five In Five. This series gives you a glimpse into our due dilligence process and will bring you insights from some leading investment specialists. We’re posing them five questions to answer in five minutes.

Balancing flexibility and strategy in investment management

Aug 28 2024 16 mins

Portfolio Manager, Jacques de Kock, chats to Neville Chester, Portfolio Manager at Coronation. The conversation highlights the importance of a long term investment approach, the advantages of having a robust research team, and how Coronation balances flexibility with strategic stock holding. The discussion also covers the significance of offshore allocation, the risks and opportuni

Five In Five with RisCura

Aug 21 2024 15 mins

Portfolio Manager, Jacques de Kock, chats to Faisal Rafi, Head of Manager Research at RisCura, in our series, Five In Five. This episode was recorded on a recent trip to London where we had the opportunity to speak with various offshore investment experts. This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s lead

Five In Five with M&G Investments

Aug 14 2024 11 mins

Portfolio Manager, Jacques de Kock, chats to Ross Biggs, Chief Investment Officer: Equities about the M&G Dividend Maximiser Fund, in our series, Five In Five. This series gives you a glimpse into our due diligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.

Investment Opportunities in Emerging Markets

Aug 06 2024 20 mins

Portfolio Manager, Jacques de Kock, chats to Faisal Rafi, Head of Manager Research at RisCura. They explore the contrasting perspectives on emerging markets versus developed markets, focusing on the potential value in emerging markets amidst global economic shifts. Additionally the conversation provides insights into the historical challenges and current opportunities within emer