The Denker Capital podcast

Kokkie Kooyman, Portfolio manager: Denker Global Financial Fund, and Deon Gouws, Chief Investment Officer of Credo UK, join Nigel Barnes, Head of Business Development at Denker Capital, on The Denker Dialogue podcast to discuss the outlook for global markets and the key themes influencing investment decisions.

The conversation explores the impact of higher interest rates on equity markets, the resilience of the US economy, opportunities within the global financial sector, and the investment case for emerging markets. Kokkie and Deon also share their views on market valuations, portfolio positioning and where they are identifying opportunities across global markets.

For investors seeking insight into today’s investment landscape, the discussion provides perspectives from two experienced investment professionals on navigating market uncertainty, identifying long-term opportunities and managing risk in a changing economic environment.

Listen now for insights into the themes shaping today's investment landscape and where opportunities may be emerging.

#DenkerCapital #TheDenkerDialogue #GlobalMarkets #Investing #Financials #EmergingMarkets

To find out more about our team and the funds we offer, please visit our website: www.denkercapital.com

Disclaimer: The opinions expressed in this podcast are those of the participants and do not necessarily represent those of Denker Capital. This podcast does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment. Please do not rely on any information without appropriate advice from an independent financial adviser. The value of investments may go down as well as up, and past performance is not a guide to future performance. Denker Capital is an authorised financial services provider in South Africa. To view the full disclaimer relating to the fund mentioned in this episode, please visit: https://www.denkercapital.com/wp-content/uploads/2024/10/Denker-Capital-website-CIS-disclosure.pdf

Markets are constantly changing, but sound investment principles remain the same.

In this episode, Kokkie Kooyman and Nigel Barnes discuss how valuation discipline, management quality and a long-term perspective guide investment decisions, particularly during periods of uncertainty and market volatility.

Listen now for insights into how the team navigates today's investment environment.

#DenkerCapital #GlobalFinancialFund #Investing #FinancialMarkets

For more information on the Denker Global Financial Fund, visit www.denkercapital.com

The Denker Capital Global Financial Fund invests in far more than just banks.

In this episode, Barry de Kock, Portfolio manager of the Denker Global Opportunities Portfolios, and Ben Kooyman, Co-portfolio manager of the Denker Global Financial Fund discuss the opportunities in insurance companies and other financial businesses, highlighting how they uncover value in often-overlooked areas of the market.

Listen now to learn more about the breadth of opportunities within the global financial sector.

#DenkerCapital #GlobalFinancialFund #Insurance #investing

For more information on the Denker Global Financial Fund, visit www.denkercapital.com

Banking remains one of the most important sectors within the global financial landscape, but where are the most attractive opportunities today?

In this episode, Nigel Barnes is joined by Barry de Kock, Portfolio manager of the Denker Global Opportunities Portfolios, and Ben Kooyman, Co-portfolio manager of the Denker Global Financial Fund, to discuss opportunities across Latin America, Europe and other markets. Together, they share their views on valuations, risk management and the investment opportunities shaping the global banking sector today.

#DenkerCapital #GlobalFinancialFund #Banking #Investing

For more information on the Denker Global Financial Fund, visit www.denkercapital.com

What opportunities exist across global financial markets today? In this episode, Kokkie Kooyman, Head of Global Financials, speaks to Nigel Barnes, Head of Business Development, about the Denker Capital Global Financial Fund, discussing the team's investment philosophy, research process, and how they identify high-quality financial businesses around the world.

Listen now and gain insight into the thinking behind the fund.

For more information on the Denker Global Financial Fund, visit www.denkercapital.com

In this episode of the Denker Capital podcast, Nigel Barnes speaks with Barry de Kock and Kokkie Kooyman from our global financials team. Fresh from a research trip to Mexico, Brazil and Argentina, Barry shares insights into the fast-growing fintech sector, the opportunities among the region’s banks, and what it all means for investors. The discussion then broadens to the positioning of the Denker Global Financial Fund, how the team is thinking about shifting from past winners into new areas of value, and their outlook for the months ahead.

We’re kicking off the year with a look at the global financials landscape in 2025. In this podcast Nigel Barnes is joined by Kokkie Kooyman, Barry de Kock and Ben Kooyman to unpack returns, our positioning and the key themes that are shaping global financials. 

We’re excited to introduce a new addition to our investment offering. The Denker Global Opportunities Portfolio is an actively managed certificate, or AMC, designed to capitalise on opportunities in small- and mid-cap equities in developed markets. Our seasoned global investment experts, Kokkie Kooyman and Jacobus Oosthuizen, along with Barry de Kock, will manage the portfolio.

In our latest podcast, Nigel Barnes chats with Barry de Kock and our CEO, Shane Tremeer. They discuss the features of the Denker Global Opportunities Portfolio, the reasons behind its launch, why we believe global smaller companies are primed for good long-term returns, and how you can access this opportunity.

In this podcast, Nigel Barnes congratulates Kokkie Kooyman on turning 70 in January. Kokkie reflects on his diverse 35-year investment career and shares some of his global investing experiences. From insights on meeting management teams around the world, to Berkshire Hathaway meetings, Kokkie shares his perspectives on the financial sector – touching on the past and the future.

In this episode, we reflect on the 25-year history of the Denker Sanlam Collective Investments (SCI) Equity Fund. Caylin Conradie chats with Claude van Cuyck, the Portfolio Manager of the fund, to gain insight into its performance, the team’s approach to identifying opportunities and risks, the challenges and successes of the past, and the ever-evolving landscape of South African equities.