Launched in 2022, the Steyn Capital Global Emerging Markets Fund’s forensic accounting approach to identify long/short opportunities has proved successful and it has returned 22% since inception. More than a decade of intensive research preceded the launch of […]

Since the start of 2024, the JSE All Share has returned 11.7%, predominantly driven by domestically focused stocks, commonly referred to as “SA Inc”. These companies have benefitted from a dramatic improvement in loadshedding, and the establishment of […]

A cynical investor asks some tough questions on shorting and the markets. The Steyn Capital Daily-Liquidity Retail Hedge Fund has returned 18.2% net of all fees over the last twelve months, echoing the performance of its older sibling, […]

Nobel laureate Harry Markowitz, the founder of Modern Portfolio Theory, is famously credited with saying that the only free lunch in investing is diversification. Back in the 1950s, Markowitz was the first to mathematically prove out how diversification […]

In this Boutiques Connect update, Joanne Baynham is joined by André Steyn, CEO & CIO, Steyn Capital Management. André provides a business update and discuss their new section 65 approved fund, The Steyn Capital Global Emerging Markets Fund. […]

In this Fund Fit Feedback session, Joanne Baynham is joined by André Steyn, CEO & CIO, Steyn Capital Management. Watch the interview on Asset TV About Asset TV:Asset TV is a global video research and learning platform for investment […]

The asset TV Masterclass channel spoke to some of the top hedge fund managers on the intricacies of hedge funds, market strategies and risk management. The participants are: The interviewer is Joanne Baynham. Go to the Asset TV Masterclass […]

The magic of compounding, as it relates to long-term investment returns, cannot be overstated. While most investors understand the importance of compounding, the impact of compounding over long periods of time can still be astonishing. Numerous academic studies […]

After thirteen years of underperformance versus high-flying US markets, investors have forgotten what an EM bull market looks like. A closer look at history and where markets are today suggests we may be closer than many think or […]