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A series of podcasts providing key market insights, industry information and regulatory analysis.The content of this podcast is for information purposes only and does not constitute an offer/invitat... more
FAQs about DFM Discussions with MitonOptimal:How many episodes does DFM Discussions with MitonOptimal have?The podcast currently has 42 episodes available.
May 28, 2024Property: The most loved or most hated asset class?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....more13minPlay
May 21, 2024Five In Five with PSG Asset ManagementPortfolio 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....more12minPlay
May 14, 2024What does it mean to be contrarian?Portfolio Manager, Jacques de Kock, chats to John Gilchrist of PSG Asset Management about contrarian investing and their investment style....more17minPlay
April 23, 2024Five In Five with Perspective Investment ManagementPortfolio 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....more7minPlay
April 04, 2024Looking through the cycle for long term opportunitiesHead 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....more13minPlay
March 26, 2024Five In Five with StanlibPortfolio 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....more8minPlay
March 19, 2024Five In Five with Prescient Investment ManagementPortfolio 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....more11minPlay
March 12, 2024SA Equities: Is the negative sentiment justified?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....more6minPlay
March 07, 2024Portfolio construction: Systematic investingPortfolio Manager, Jacques de Kock, chats to Bastian Teichgreeber, Chief Investment Officer at Prescient Investment Management, about their philosophy and approach to portfolio construction....more7minPlay
February 20, 2024Five In Five with Granate Asset ManagementQuantitative 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....more7minPlay
FAQs about DFM Discussions with MitonOptimal:How many episodes does DFM Discussions with MitonOptimal have?The podcast currently has 42 episodes available.