The Denker Capital podcast
The Denker Capital podcast features conversations about South African and global investment-related topics with experts in their fields. It is hosted by Denker Capital's Head of Sales, Nigel Barnes. The podcast is produced by Denker Capital, a Cape Town-based global investment manager. The opinions expressed are those of the participants and do not constitute investment advice.
Episodes
Investing through uncertainty: Why discipline matters more than forecasts
Markets are constantly changing, but sound investment principles remain the same.In this episode, Kokkie Kooyman and Nigel Barnes discuss how valuation discipline, management quality and a long-term perspective guide investment decisions, particularly during periods of uncertainty and market volatility.Listen now for insights into how the team navigates today's investment environment.#DenkerC
Beyond banks: Insurance, exchanges and other financial opportunities
The Denker Capital Global Financial Fund invests in far more than just banks.In this episode, Barry de Kock, Portfolio manager of the Denker Global Opportunities Portfolios, and Ben Kooyman, Co-portfolio manager of the Denker Global Financial Fund discuss the opportunities in insurance companies and other financial businesses, highlighting how they uncover value in often-overlooked areas of the ma
Global banking opportunities: Where the team is finding value
Banking remains one of the most important sectors within the global financial landscape, but where are the most attractive opportunities today?In this episode, Nigel Barnes is joined by Barry de Kock, Portfolio manager of the Denker Global Opportunities Portfolios, and Ben Kooyman, Co-portfolio manager of the Denker Global Financial Fund, to discuss opportunities across Latin America, Europe and o
Denker Capital Global Financial Fund: Finding opportunities across global financial markets
What opportunities exist across global financial markets today? In this episode, Kokkie Kooyman, Head of Global Financials, speaks to Nigel Barnes, Head of Business Development, about the Denker Capital Global Financial Fund, discussing the team's investment philosophy, research process, and how they identify high-quality financial businesses around the world. Listen now and gain insight into
A look at LatAm fintechs and the future of global financials
In this episode of the Denker Capital podcast, Nigel Barnes speaks with Barry de Kock and Kokkie Kooyman from our global financials team. Fresh from a research trip to Mexico, Brazil and Argentina, Barry shares insights into the fast-growing fintech sector, the opportunities among the region’s banks, and what it all means for investors. The discussion then broadens to the positioning of the Denker
Global financials: returns, positioning and what’s next
We’re kicking off the year with a look at the global financials landscape in 2025. In this podcast Nigel Barnes is joined by Kokkie Kooyman, Barry de Kock and Ben Kooyman to unpack returns, our positioning and the key themes that are shaping global financials.
A new product for our global small- and mid-cap ideas
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 our latest podcas
Kokkie Kooyman at 70: Reflections on his journey
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
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.
Navigating the narrow global equity market
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 an
Saving and investing: The power of starting early
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,
US banking crisis: What happened and what now?
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
Banks, blockchain and ‘swimming naked’
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
Feedback on some of SA’s largest financial institutions
Jacobus Oosthuizen on riding the global rollercoaster
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?
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.
Global financials: Does the market have some catching up do to?
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.
Balancing risk and returns in the current environment
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 D
The benefits of investing in global property equities
Banks and Berkshire Hathaway
Beyond Bitcoin: What is DeFi and how will it affect banks and investors?
Janus Henderson Investors on managing the hype in a world of fast moving technology
Shane Tremeer on our 2021 successes and what we look forward to this year
A review of our SA equity fund and ideas, and the platinum sector
After a strong year for South African equities, portfolio manager of the Denker SCI Equity Fund, Claude van Cuyck, covers some of the sectors and stock ideas that have generated solid returns for investors in the fund. He also touches on the positioning of the fund and the outlook for the new year. In the same episode, equity analyst Ricardo Micheals provides some insight into the platinum sector
The prospects for South African small caps
Now that the easy money has been made, what are the prospects for the smaller listed South African companies? Jan Meintjes, portfolio manager of our small caps fund, believes that the combination of good tailwinds, strong management teams and favourable valuation metrics – and good stock picking - will produce attractive returns for investors going forward.
Is now the time to overweight global financials?
China regulatory clampdown and the impact on investments in companies such as Naspers
In a global integrated economy and with Naspers/Prosus being a significant part of the JSE, it is important to understand what recently happened in China, what has changed, and what this means for investors. Nigel Barnes chatted to Claude van Cuyck who manages the Denker SCI Equity Fund and Denker SCI SA Equity Fund to ask him about this.
Mid-year focus on our South African funds
Madalet Sessions on diversifying for all outcomes
Berkshire Hathaway annual shareholders’ meeting: Kokkie Kooyman shares his views
Returns from the financial sector: Comments, analysis and prospects
Latest trends in the South African equity market
Opportunities for growth in the financial sector
