The Denker Capital S-Alt SC Qualified Hedge Fund + continues to outperform the broader equity market. In this article Jan Meintjes, portfolio manager, explains why and provides five reasons why the South African small cap sector ...
We invested in Steinhoff based on consistently improving margins, supported by strong divisional management. We first invested in Steinhoff in 2010. Over the years, our investment case in Steinhoff was built on improving margins in the ...
Pepkor has returned to the JSE as Steinhoff Africa Retail (Star). Pepkor has a colourful history. As shown in Figure 1, it was a listed entity from 1972 to 2004 and then formed part of listed entities Brait and then Steinhoff since ...
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