DFM Discussions with MitonOptimal

In this episode of DFM Discussions, Head of Portfolio Management, Jacques de Kock sits down with Rademeyer Vermaak, Head of Systematic Solutions at Stanlib Asset Management to unpack the principles behind systematic investing, how it differs from traditional active management, and why removing emotion and behavioural bias from the investment process can lead to more consistent decision making.

In this episode of DFM Discussions, MitonOptimal CIO Roeloff Horne speaks with Paul Bosman, Portfolio Manager at Granate Asset Management, about investing in a world of volatility, shifting global power dynamics and emerging opportunity.  

From the rise of China and the dominance of US innovation, to the overlooked opportunities within South Africa, the conversation explores how Granate identifies long term compounding opportunities and why volatility should be seen as a catalyst, not a risk. 

Head of Portfolio Management, Jacques de Kock, chats to Nick Balkin, Chief Investment Officer at Foord Asset Management, 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.

In this episode of DFM Discussions, Head of Portfolio Management, Jacques de Kock sits down with Nick Balkin, CIO of Foord Asset Management, to explore the firm’s 44-year track record and the lessons learned along the way.

From leadership transitions and fostering individual investment styles, to navigating geopolitical risks and uncovering opportunities in both South African and global markets, Nick shares candid insights on humility, adaptability, and building portfolios for the next decade.

Portfolio Manager, Jacques de Kock, chats to Andre Steyn, CEO and Portfolio Manager of Steyn 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.

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.

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.

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 valuations, and emerging opportunities in logistics and infrastructure.

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.

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.