Please click below to listen to a web-based meeting we held at the end of April 2020 on the impact of the current crisis on managing a local equity fund, specifically our Denker SCI Equity Fund. A summary of the main points is listed below.
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 ...