Spotting Value: Lessons from SA and US Markets

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DFM Discussions with MitonOptimal

MitonOptimal

40 episodes

1 day ago

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.

Investing

Business

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Investing

Business

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Spotting Value: Lessons from SA and US Markets

DFM Discussions with MitonOptimal

19 minutes 11 seconds

10 months ago

Spotting Value: Lessons from SA and US Markets

Portfolio Manager, Jacques de Kock, chats to John Biccard, Portfolio Manager of the Ninety One Value Fund. They explore the intersection of politics, investment strategies, and market dynamics. John unpacks the fund's bottom-up approach, highlighting key decisions that capitalized on undervalued South African shares. He also shares perspectives on global commodities, U.S. market valuations, and emerging opportunities in logistics and infrastructure.