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
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.
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”
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.
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
For more information please see our Cookie Policy
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.