The Denker Capital podcast

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• A look at LatAm fintechs and the future of global financials 15.09.2025 17dk

  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 ...
• Global financials: returns, positioning and what’s next 31.01.2025 21dk

  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 07.08.2024 14dk

  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 o...
• Kokkie Kooyman at 70: Reflections on his journey 15.02.2024 15dk

  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 01.11.2023 26dk

  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 21.06.2023 14dk

  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 15.06.2023 25dk

  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 applic...
• US banking crisis: What happened and what now? 28.03.2023 25dk

  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’ 02.02.2023 33dk

  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 challe...
• Feedback on some of SA’s largest financial institutions 15.11.2022 21dk
• Jacobus Oosthuizen on riding the global rollercoaster 08.11.2022 16dk

  In this episode, Portfolio manager Jacobus Oosthuizen talks to Nigel Barnes about how we use our process and philosophy to navigate the global environment. Jacobus uses sector and company specific examples and shares what differentiates the Denker Global Equity Fund from its peers.
• Is it time to replace fear with FOMO? 20.10.2022 16dk

  In this episode, all of the Denker Capital portfolio managers chat to Nigel Barnes about the current and near-term prospects within the local and global areas that they cover.
• Global financials: Does the market have some catching up do to? 06.09.2022 22dk

  It’s the 31st of August 2022, and we’ve just come out of results season for the global financial sector. In this episode our head of business development, Nigel Barnes, speaks to members of our global financials team who share their feedback from their recent company engagements. Looking at company fundamentals and valuations – investors are currently spoilt for choice in this sector.
• Balancing risk and returns in the current environment 02.09.2022 23dk

  It’s the end of August 2022, and just over five years since the launch of the Denker Sanlam Collective Investments (SCI) Balanced Fund and the Denker Sanlam Collective Investments (SCI) Stable Fund. In this episode the co-managers of these funds, Madalet Sessions and Jan Meintjes, talk about their strategies, their strong focus on risk management, regrets, and how the greater investment team at Denker Capital is integrated in our multi-asset fund processes.
• The benefits of investing in global property equities 10.05.2022 11dk
• Banks and Berkshire Hathaway 08.03.2022 13dk
• Beyond Bitcoin: What is DeFi and how will it affect banks and investors? 24.02.2022 40dk
• Janus Henderson Investors on managing the hype in a world of fast moving technology 22.02.2022 19dk
• Shane Tremeer on our 2021 successes and what we look forward to this year 02.02.2022 11dk
• A review of our SA equity fund and ideas, and the platinum sector 10.12.2021 11dk

  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.