The Denker Capital podcast

A look at LatAm fintechs and the future of global financials

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.

Global financials: returns, positioning and what’s next

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.

A new product for our global small- and mid-cap ideas

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.

Kokkie Kooyman at 70: Reflections on his journey

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.

Reflecting on 25 years of the Denker SCI Equity Fund

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.

Navigating the narrow global equity market

In this episode, Jacobus Oosthuizen and Nigel Barnes discuss the performance of global markets in 2023 - exploring the impact of tech stocks and the AI frenzy, and factors that have contributed to the performance of the Denker Global Equity Fund and the Denker Sanlam Collective Investments (SCI) Global Equity Feeder Fund this year. They also touch on our investment approach and some stock ideas and shed some light on the challenges and opportunities that lie ahead.

Saving and investing: The power of starting early

With it being Youth Day in South Africa this week, in our latest podcast Madalet Sessions and Caylin Conradie delve into the importance of starting to save early and the impact it can have on your future. We explain the power of compounding and illustrate how even small contributions can lead to significant wealth over time. If you’d like to understand the concepts of saving and investing better, whether you're a young adult or further along in life, the principles we discuss should be applicable to you.

US banking crisis: What happened and what now?

In this episode, Nigel Barnes chats to Kokkie Kooyman and Ben Kooyman about the current US banking crisis. They talk about what happened earlier this month, why it happened and how far the effects are being felt. Kokkie manages the Denker Global Financial Fund and Ben is an equity analyst on the global financials team – so they’ll also cover how the fund has been affected in the last two weeks and what we expect going forward.

Banks, blockchain and ‘swimming naked’

We’re thrilled to have been joined by Michael Jordaan – CEO and founder of Montegray Capital, Chairman of Bank Zero and former CEO of FNB – for our first podcast of 2023. Joining him to talk about some of the things that are currently top of mind for investors in the financial sector were Kokkie Kooyman, global financials portfolio manager, and Nigel Barnes, our head of business development. They discussed the opportunities in the financial sector and the broader investment market, the challenges banks are facing, blockchain and decentralised finance and how all these factors shape the portfolio of the Denker Global Financial Fund.

Feedback on some of SA’s largest financial institutions