The Denker Capital podcast

Markets are constantly changing, but sound investment principles remain the same.
In this episode, Kokkie Kooyman and Nigel Barnes discuss how valuation discipline, management quality and a long-term perspective guide investment decisions, particularly during periods of uncertainty and market volatility.
Listen now for insights into how the team navigates today's investment environment.
#DenkerCapital #GlobalFinancialFund #Investing #FinancialMarkets
For more information on the Denker Global Financial Fund, visit www.denkercapital.com

The Denker Capital Global Financial Fund invests in far more than just banks.
In this episode, Barry de Kock, Portfolio manager of the Denker Global Opportunities Portfolios, and Ben Kooyman, Co-portfolio manager of the Denker Global Financial Fund discuss the opportunities in insurance companies and other financial businesses, highlighting how they uncover value in often-overlooked areas of the market.
Listen now to learn more about the breadth of opportunities within the global financial sector.
#DenkerCapital #GlobalFinancialFund #Insurance #investing
For more information on the Denker Global Financial Fund, visit www.denkercapital.com

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

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

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.