At The Collaborative Exchange “Meet the Managers” 2023 session, Steyn Capital Management Portfolio Manager James Corkin explains the Steyn Capital Management long-running long-short strategy and how hedge fund strategies are used to generate better risk-adjusted returns. Read more about the Steyn Capital Management Investment Philosophy. About The Collaborative Exchange The Collaborative Exchange owns the intellectual…

Every individual’s investment journey is unique, but broadly speaking we can split each journey into three phases: wealth accumulation, wealth growth and preservation, and wealth distribution.  The journey typically goes a little something like this – at the start of their career there is a greater risk appetite, so a traditional portfolio will include a…

The Asset TV Masterclass channel spoke to experts on Hedge Funds and their impact on markets. The speakers are: The interviewer is Joanne Banham. About Asset TV:Asset TV is a global video research and learning platform for investment professionals, trusted by over 400,000 advisers, pension funds, consultants, family offices and wealth managers across the globe…

For many, living in South Africa has not been an endeavour for the faint-hearted. Confronted daily with severe inequality, rampant crime, and a state that seems unable to provide even the most basic of services, it’s often hard to see anything beyond problems. The past decade has also shown little cause for optimism, with GDP…

Three experts discuss Hedge Funds for financial advisers at the 2023 Fund Fit Summit Alternative Session. The speakers in this video are: The interviewer is Chloé Mulder, Asset TV presenter. View the original video and transcript on Asset TV.

In the realm of investing, few factors are deemed as crucial and yet are as nebulous as the concept of quality. Depending on who you ask, investment quality generally brings up discussion on a plethora of soft and hard criteria – all the way from management credibility and views on the business model, through to…

Assett TV host Chloé Mulder is joined by James Corkin, Portfolio Manager, Steyn Capital Management to talk us through the new SA Retail Hedge Fund. Transcript Interviewer:Hello and welcome to this boutique connect session. Today I’m joined by James Corin, portfolio manager at Steyn Capital Management. Welcome, James. James Corkin:Thanks very much, Chloé. It’s very…

In the 1994 action movie Speed, the plot follows the travails of LA cop Jack Traven as he tries to save the passengers aboard a bus travelling through Los Angeles which is rigged to explode if the speed drops below 50mph. It’s a classic action-packed 90’s flick (and apologies if you’d been anxiously waiting 30…

In order to generate alpha in financial markets, you must have a view that differs from the consensus, and of course you have to be correct (it’s even more fun if you’re right quickly too). Generally, following what is being reported in the news will get you at best the market’s return, and, much more…

We successfully shorted South African ICT services company EOH, formerly a market darling, from R145 down to R15, based on our forensic analysis of their accounting. It ultimately emerged (in the Zondo Commission) there was a culture of pervasive corruption in addition to accounting malfeasance and overstating of earnings. Here is the story:  We generally…