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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 40 episodes available.
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
February 14, 2024Five In Five with 36ONEPortfolio Manager, Jacques de Kock, chats to 36ONE Portfolio Manager Steven Hurwitz 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
February 08, 2024Managing geopolitical threats and identifying opportunitiesHead of Portfolio Management, Roeloff Horne, chats to Paul Bosman, of Granate Asset Management, about managing geopolitical threats and identifying opportunities....more10minPlay
FAQs about DFM Discussions with MitonOptimal:How many episodes does DFM Discussions with MitonOptimal have?The podcast currently has 40 episodes available.