Head of Portfolio Management, Roeloff Horne, chats to Evan Walker and Steven Hurwitz, of 36ONE, about insuring portfolios against political risk.

Portfolio Manager, Jacques de Kock, chats to Allan Gray Chief Investment Officer Duncan Artus 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 Duncan Artus, Chief Investment Officer at Allan Gray, about SA Retail Bonds - questioning whether this asset class really is "risk free". Duncan Artus also provides an update on the Allan Gray Stable Fund.

In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.

In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.

In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.

In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.

In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.

In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.

In this episode of DFM Discussions, we chat to Alan Yates, Head of Distribution at Peregrine, about Hedge Funds. We unpack how they differ from general CIS funds and demystify the misconceptions surrounding them.

In this episode of DFM Discussions we chat to founder of Coherent Capital Management Andy Pfaff on

In this episode we chat to Mohamed Kalla from Sesfikile Capital.

We discuss the following topics:

Sesfikile Capital is an investment management firm with a diverse team of dedicated property experts drawn together by a passion for listed property. 

Welcome to MitonOptimal’sDFM Discussions – a series of podcasts dedicated to providing key market insights, industry information and regulatory analysis.

MitonOptimal is a Discretionary Fund Manager in South Africa. As a DFM we add independence to the wealth management process by making investment decisions on behalf of (or in some instances in conjunction with) Financial Advisors who mandate us to act for their clients.

Our mission at MitonOptimal is to provide Financial Advisors with peace of mind. Peace of mind that their clients’ investments are expertly managed, peace of mind that their onboarding, compliance, reporting and regulatory responsibilities are in order and peace of mind that they have an experienced investment partner to lean on in all market conditions.

Our podcasts will feature conversations with experts covering a range of topics – all aimed at providing our listeners with engaging and digestible content to assist in their market, industry and regulatory knowledge. We hope you enjoy our discussions – and please let us know if there is a topic you would like us to cover.

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07. MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.