DFM Discussions with MitonOptimal
Business & Economics Podcasts
A series of podcasts providing key market insights, industry information and regulatory analysis. The content of this podcast is for information purposes only and does not constitute an offer/invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice based on your specific needs and circumstances. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the FSCA -Registration No. 2005/032750/07.
Location:
United States
Description:
A series of podcasts providing key market insights, industry information and regulatory analysis. The content of this podcast is for information purposes only and does not constitute an offer/invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice based on your specific needs and circumstances. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the FSCA -Registration No. 2005/032750/07.
Language:
English
Website:
https://www.mitonoptimal.co.za/
Episodes
Property: The most loved or most hated asset class?
5/28/2024
Portfolio Manager, Jacques de Kock, chats to Greg Rawlins of Reitway Global about navigating the property sector and explores its performance amidst economic pressures, management influences and geopolitical risks.
Greg provides insights into the complexities of REITs, both in South Africa and globally, highlighting challenges and opportunities within diversified portfolios.
Duration:00:12:53
Five In Five with PSG Asset Management
5/21/2024
Portfolio Manager, Jacques de Kock, chats to John Gilchrist, Chief Investment Officer at PSG Asset Management, in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Duration:00:11:29
What does it mean to be contrarian?
5/14/2024
Portfolio Manager, Jacques de Kock, chats to John Gilchrist of PSG Asset Management about contrarian investing and their investment style.
Duration:00:16:19
Five In Five with Perspective Investment Management
4/23/2024
Portfolio Manager, Jacques de Kock, chats to Daniel Malan and Mikael Liefferink, Founders and Portfolio Managers of Perspective Investment Management, in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Duration:00:06:46
Looking through the cycle for long term opportunities
4/4/2024
Head of Portfolio Management, Roeloff Horne, chats to Daniel Malan and Mikael Liefferink, Founders and Portfolio Managers of Perspective Investment Management, about their value based stock selection process, identifying long term opportunities and diversifying risk given this approach.
Duration:00:12:24
Five In Five with Stanlib
3/26/2024
Portfolio Manager, Jacques de Kock, chats to Stanlib’s Head of Systematic Solutions, Rademeyer Vermaak, in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Duration:00:07:59
Five In Five with Prescient Investment Management
3/19/2024
Portfolio Manager, Jacques de Kock, chats to Prescient Investment Management’s Chief Investment Officer, Bastian Teichgreeber, in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Duration:00:10:49
SA Equities: Is the negative sentiment justified?
3/12/2024
Head of Portfolio Management, Roeloff Horne, chats to Rademeyer Vermaak, Head of Systematic Solutions at Stanlib, about their view on the negative sentiment surrounding SA Equities currently.
Duration:00:05:28
Portfolio construction: Systematic investing
3/7/2024
Portfolio Manager, Jacques de Kock, chats to Bastian Teichgreeber, Chief Investment Officer at Prescient Investment Management, about their philosophy and approach to portfolio construction.
Duration:00:06:59
Five In Five with Granate Asset Management
2/20/2024
Quantitative Analyst, Jacques de Kock, chats to Paul Bosman - Portfolio Manager at Granate Asset Management - in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Duration:00:06:15
Five In Five with 36ONE
2/14/2024
Portfolio Manager, Jacques de Kock, chats to 36ONE Portfolio Manager Steven Hurwitz in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Duration:00:06:39
Managing geopolitical threats and identifying opportunities
2/8/2024
Head of Portfolio Management, Roeloff Horne, chats to Paul Bosman, of Granate Asset Management, about managing geopolitical threats and identifying opportunities.
Duration:00:09:12
Navigating geopolitical risks: portfolio insurance & opportunities
1/31/2024
Head of Portfolio Management, Roeloff Horne, chats to Evan Walker and Steven Hurwitz, of 36ONE, about insuring portfolios against political risk.
Duration:00:09:36
Five In Five with Allan Gray
1/22/2024
Portfolio Manager, Jacques de Kock, chats to Allan Gray Chief Investment Officer Duncan Artus in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
Duration:00:06:50
SA Retail Bonds: Are they really "risk free"?
11/9/2023
Head of Portfolio Management, Roeloff Horne, chats to Duncan Artus, Chief Investment Officer at Allan Gray, about SA Retail Bonds - questioning whether this asset class really is "risk free". Duncan Artus also provides an update on the Allan Gray Stable Fund.
Duration:00:11:36
Looking Back, Looking Ahead - Part 3
2/20/2023
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
Duration:00:31:48
Looking Back, Looking Ahead - Part 2
2/16/2023
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
Duration:00:31:04
Looking Back, Looking Ahead - Part 1
2/13/2023
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
Duration:00:24:04
Hedge Funds Unpacked
11/17/2022
In this episode of DFM Discussions, we chat to Alan Yates, Head of Distribution at Peregrine, about Hedge Funds. We unpack how they differ from general CIS funds and demystify the misconceptions surrounding them.
Duration:00:26:42
A Conversation On Commodities
9/26/2022
In this episode of DFM Discussions we chat to founder of Coherent Capital Management Andy Pfaff on
Duration:00:24:21