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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
André Steyn recounts the story of how a century old German jewellery brand who was on the cusp of a significant investment from Richemont turned out to be a fraud. I was working as a hedge fund manager […]
André Steyn of Steyn Capital Management has been a highly successful fundamental short seller for more than two decades. Here he is recounting one of his more memorable shorts. Back in 2007, I was CEO and Partner at […]