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DFM Discussions with MitonOptimal

MitonOptimal

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... more

PublishesWeeklyEpisodes35Founded3 years ago
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Artwork for DFM Discussions with MitonOptimal

Latest Episodes

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... more

Portfolio Manager, Jacques de Kock, chats to Neville Chester, Portfolio Manager at Coronation, 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 lea... more

Portfolio Manager, Jacques de Kock, chats to Kevin Johnson, Fund Manager at Dodge & Cox, in our series, Five In Five.

This series gives you a glimpse into our due dilligence process and will bring you insights from some leading investment specialis... more

Portfolio Manager, Jacques de Kock, chats to Neville Chester, Portfolio Manager at Coronation. The conversation highlights the importance of a long term investment approach, the advantages of having a robust research team, and how Coronation balances... more

Portfolio Manager, Jacques de Kock, chats to Faisal Rafi, Head of Manager Research at RisCura, in our series, Five In Five. This episode was recorded on a recent trip to London where we had the opportunity to speak with various offshore investment ex... more

Portfolio Manager, Jacques de Kock, chats to Ross Biggs, Chief Investment Officer: Equities about the M&G Dividend Maximiser Fund, in our series, Five In Five.

This series gives you a glimpse into our due diligence process and will bring you insigh... more

Portfolio Manager, Jacques de Kock, chats to Faisal Rafi, Head of Manager Research at RisCura.

They explore the contrasting perspectives on emerging markets versus developed markets, focusing on the potential value in emerging markets amidst glob... more

Portfolio Manager, Jacques de Kock, chats to Andy Nielsen, Director and Product Strategist at BlackRock, 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 Af... more

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DFM Discussions with MitonOptimal launched 3 years ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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