DFM Discussions with MitonOptimal

Portfolio Manager, Jacques de Kock, chats to Greg Rawlins of Reitway Global about navigating the property sector and explores its performance amidst economic pressures, management influences and geopolitical risks.

Greg provides insights into the complexities of REITs, both in South Africa and globally, highlighting challenges and opportunities within diversified portfolios.

Portfolio Manager, Jacques de Kock, chats to John Gilchrist, Chief Investment Officer at PSG 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.

Portfolio Manager, Jacques de Kock, chats to John Gilchrist of PSG Asset Management about contrarian investing and their investment style.

Portfolio Manager, Jacques de Kock, chats to Daniel Malan and Mikael Liefferink, Founders and Portfolio Managers of Perspective Investment 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.

Head of Portfolio Management, Roeloff Horne, chats to Daniel Malan and Mikael Liefferink, Founders and Portfolio Managers of Perspective Investment Management, about their value based stock selection process, identifying long term opportunities and diversifying risk given this approach.

Portfolio Manager, Jacques de Kock, chats to Stanlib’s Head of Systematic Solutions, Rademeyer Vermaak, 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 Prescient Investment Management’s Chief Investment Officer, Bastian Teichgreeber, 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.

Head of Portfolio Management, Roeloff Horne, chats to Rademeyer Vermaak, Head of Systematic Solutions at Stanlib, about their view on the negative sentiment surrounding SA Equities currently.

Portfolio Manager, Jacques de Kock, chats to Bastian Teichgreeber, Chief Investment Officer at Prescient Investment Management, about their philosophy and approach to portfolio construction.

Quantitative Analyst, Jacques de Kock, chats to Paul Bosman - Portfolio Manager at Granate 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.