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 ...
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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 ...
Jacobus Oosthuizen on riding the global rollercoaster
The Denker Capital podcast
16 minutes
3 years ago
Jacobus Oosthuizen on riding the global rollercoaster
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.
The Denker Capital podcast
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 ...
