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.
In this episode of DFM Discussions, Head of Portfolio Management, Jacques de Kock sits down with Rademeyer Vermaak, Head of Systematic Solutions at Stanlib Asset Management to unpack the principles behind systematic investing, how it differs from traditional active management, and why removing emotion and behavioural bias from the investment process can lead to more consistent decision making.
1 Apr 2026
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.
16 Sept 2025
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.
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