DFM Discussions with MitonOptimal

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.

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 opportunities in the fixed income market, and the implications of the 2024 elections on financial strategies.

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 leading investment specialists. We’re posing them five questions to answer in five minutes.

Recorded on: 11 June 2024

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.

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 emerging markets, highlighting improved balance sheets, commodity price dynamics and innovative companies.

Portfolio Manager, Jacques de Kock, chats to Andy Nielsen, Director and Product Strategist at BlackRock, 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 Andy Nielsen, Director and Product Strategist at BlackRock. They delve into the intricacies of their global allocation strategy, the importance of adjusting portfolios in response to market volatility, and the current asset allocation within BlackRock’s portfolios. They also discuss the strategic positioning in equities and the role of credit in today’s market environment.

Portfolio Manager, Jacques de Kock, chats to Elmien Wagenaar, Investment Manager and Director at Think 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 Elmien Wagenaar, Investment Manager and Director at Think Capital. They discuss the misconceptions around hedge fund risks and the critical role of regulation and the advantages of these strategies. They also delve into the advantages of fund of hedge funds strategies, the role of allocators, and delicately balancing transparency with strategy protection.

Portfolio Manager, Jacques de Kock, chats to Greg Rawlins, Chief Executive Officer and Portfolio Manager at Reitway Global, 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.