The Denker Capital podcast
Jacobus Oosthuizen on riding the global rollercoaster
November 8, 202216 min · 2,610 words
Show notes
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.
Highlighted moments
we've been able to avoid the big landmines, especially the long-duration equities, the tech stocks that we're trading at, ludicrous valuations with no profitability.
“It's an equipment rental business called Sunbelt, the second largest equipment rental business in the US. And we think they're very well positioned for the coming capital investment that's required in the US.”
“there is a disconnect between what the Fed is saying and what the US government is doing.”
“we've got a very high active share of 80%. So by investing in the fund, you get something totally different from the benchmark.”
Transcript
Transcript not available for this episode yet.
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