The Denker Capital podcast

Hosted by Denker Capital

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Latest episode

Sep 2025

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About the show

Welcome to the Denker Capital podcast, where we have conversations about South African and global investment-related topics with experts in their fields. Brought to you by Denker Capital, Cape Town-based global investment manager, passionate about discovering investment opportunities in South Africa and around the world. This podcast is hosted by Denker Capital's Head of Sales, Nigel Barnes. 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.

Listen to episodes

31 recent

September 10, 2026Episode 3110 min

Global banking opportunities: Where the team is finding value

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

September 8, 2026Episode 308 min

Denker Capital Global Financial Fund: Finding opportunities across global financial markets

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

September 15, 2025Episode 2917 min

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.

January 31, 2025Episode 2821 min

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.

August 7, 2024Episode 2714 min

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.

February 15, 2024Episode 2615 min

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.

November 1, 2023Episode 2526 min

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.

June 21, 2023Episode 2414 min

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.

June 15, 2023Episode 2325 min

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.

March 28, 2023Episode 2225 min

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.