After a strong year for South African equities, portfolio manager of the Denker SCI Equity Fund, Claude van Cuyck, covers some of the sectors and stock ideas that have generated solid returns for investors in the fund. He also touches on the positioning of the fund and the outlook for the new year. In the same episode, equity analyst Ricardo Micheals provides some insight into the platinum sector and what we expect from the sector going forward.

Now that the easy money has been made, what are the prospects for the smaller listed South African companies? Jan Meintjes, portfolio manager of our small caps fund, believes that the combination of good tailwinds, strong management teams and favourable valuation metrics – and good stock picking - will produce attractive returns for investors going forward.