Steyn Capital Management News

04/03/2024

Using Hedge Funds to harness the power of compounding

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 […]

14/11/2023

Emerging Markets: a coming bull market?

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 […]

18/10/2023

Unlocking the power of hedge funds

Hedge funds remain an underutilised tool in South Africa. When carefully selected, a hedge fund can outperform equity markets, while mitigating downside risks and increasing portfolio diversification, says Wallace Barnes CA(SA), Analyst at Steyn Capital Management. Hedge funds […]

13/10/2023

Offshore allocations: why Global Emerging Markets beckon

James Corkin, portfolio Manager of Steyn Capital’s Global Emerging Markets strategy highlights the exceptional opportunity in Global Emerging Markets, and outlines the decade-long process of bringing the strategy to launch. Perfect timing, a decade in the making… Global […]

13/10/2023

Stockholm Syndrome: the short story of Embracer Group

James Corkin recounts the story of a recent successful short position in a high-flying gaming company, and how numerous accounting red flags should have been a warning to the company’s devoted supporters ahead of a major stock price […]

21/07/2023

Using Hedge Fund strategies to generate better risk-adjusted returns

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 […]

11/07/2023

More than just a bridge over troubled water

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 […]

29/06/2023

Hedge Funds and their impact on markets

The Asset TV Masterclass channel spoke to experts on Hedge Funds and their impact on markets. The speakers are: The interviewer is Joanne Banham. Go to the Asset TV Masterclass channel. About Asset TV:Asset TV is a global […]

15/06/2023

A failing state?

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 […]