A practical approach to quality
Quality is a vital consideration in evaluating potential investments. Contrasted against the black-and-white world of finance, the practice of evaluating quality can often look more akin to reading tea-leaves says, Wallace Barnes CA(SA), Analyst at Steyn Capital Management
Transaction Capital: Get ready for rush hour
James Corkin, Portfolio Manager at Steyn Capital Management, explains how they successfully shorted a share by identifying signs of deterioration in the company’s fundamentals.
The importance of Variant Perception and Investment Edge
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). Steyn Capital’s Andre Steyn explains what is meant by investment “edge”
Steyn Capital on using arbitrage to generate attractive returns without taking...
In this volatile market environment, we are always on the lookout for low-risk arbitrage ideas to generate strong returns, without taking on market risk, says André Steyn: CA(SA), CFA, Chief Executive Officer and Chief Investment Officer at Steyn Capital Management.
