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.
The content of this podcast is for information purposes only and does not constitute an offer or 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 that is based on your specific needs and circumstances. The information and opinions contained herein have been compiled or arrived at from sources believed to be reliable and given in good faith, but no representation is made as to their accuracy, completeness or correctness. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) – Registration No. 2005/032750/07.MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.