DFM Discussions with MitonOptimal

Podcast by MitonOptimal

English

Business

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About DFM Discussions with 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 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.

All episodes

41 episodes

Finding Opportunity In A Divided World

In this episode of DFM Discussions, MitonOptimal CIO Roeloff Horne speaks with Paul Bosman, Portfolio Manager at Granate Asset Management, about investing in a world of volatility, shifting global power dynamics and emerging opportunity. From the rise of China and the dominance of US innovation, to the overlooked opportunities within South Africa, the conversation explores how Granate identifies long term compounding opportunities and why volatility should be seen as a catalyst, not a risk.

1 Apr 2026 - 12 min

Five In Five with Foord Asset Management

Head of Portfolio Management, Jacques de Kock, chats to Nick Balkin, Chief Investment Officer at Foord 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.

16 Sep 2025 - 9 min

Lessons in Longevity: Foord’s 44-Year Investment Journey

In this episode of DFM Discussions, Head of Portfolio Management, Jacques de Kock sits down with Nick Balkin, CIO of Foord Asset Management, to explore the firm’s 44-year track record and the lessons learned along the way. From leadership transitions and fostering individual investment styles, to navigating geopolitical risks and uncovering opportunities in both South African and global markets, Nick shares candid insights on humility, adaptability, and building portfolios for the next decade.

26 Aug 2025 - 20 min

Five In Five with Steyn Capital

Portfolio Manager, Jacques de Kock, chats to Andre Steyn, CEO and Portfolio Manager of Steyn Capital, 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.

7 May 2025 - 9 min

Five In Five with Laurium Capital

Portfolio Manager, Jacques de Kock, chats to Portfolio Managers; Brian Thomas and Matthew Pouncett at Laurium Capital, 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.

13 Mar 2025 - 7 min

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