The Denker Capital podcast

Aug 07 2024 27 ep. 18 mins 3

The Denker Capital podcast artwork

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. This podcast is hosted by Denker Capital's Head of Sales, Nigel Barnes. The opinions expressed in this podcast are those of the participants and do not necessarily represent those of Denker Capital. This podcast does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment. Please do not rely on any information without appropriate advice from an independent financial adviser. The value of investments may go down as well as up, and past performance is not a guide to future performance. Denker Capital is an authorised financial services provider in South Africa.

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A new product for our global small- and mid-cap ideas

Aug 07 2024 14 mins

We’re excited to introduce a new addition to our investment offering. The Denker Global Opportunities Portfolio is an actively managed certificate, or AMC, designed to capitalise on opportunities in small- and mid-cap equities in developed markets. Our seasoned global investment experts, Kokkie Kooyman and Jacobus Oosthuizen, along with Barry de Kock, will manage the portfolio.In

Kokkie Kooyman at 70: Reflections on his journey

Feb 15 2024 15 mins

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.

Reflecting on 25 years of the Denker SCI Equity Fund

Nov 01 2023 26 mins

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

Navigating the narrow global equity market

Jun 21 2023 14 mins

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 som

Saving and investing: The power of starting early

Jun 15 2023 25 mins

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

US banking crisis: What happened and what now?

Mar 28 2023 25 mins

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 th

Banks, blockchain and ‘swimming naked’

Feb 02 2023 33 mins

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 busin

Feedback on some of SA’s largest financial institutions

Nov 15 2022 21 mins

Jacobus Oosthuizen on riding the global rollercoaster

Nov 08 2022 16 mins

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.

Is it time to replace fear with FOMO?

Oct 20 2022 16 mins

In this episode, all of the Denker Capital portfolio managers chat to Nigel Barnes about the current and near-term prospects within the local and global areas that they cover.