Podcast: Madalet Sessions on diversifying for all outcomes
Madalet Sessions accepts that, although some fundamental truths exist, the macroenvironment is unpredictable – which is why she and Jan Meintjes try to cover all
Podcast: Latest trends in the South African equity market
In this episode, Jan Meintjes and Claude van Cuyck discuss the standout themes from the first quarter’s company results and management interactions. They also cover
Don’t miss out on opportunities in smaller companies
We launched our small cap investment opportunity, the S-Alt SC Qualified Hedge Fund +, in 2019 to capitalise on the mispricing opportunities available in South
South African companies: The outlook after lockdown
Our local equities team recently presented their views on the outlook for South African equities and how this is reflected in the positioning of the
The impact of the current crisis on managing a local equity portfolio
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
Why we sold our investment in Steinhoff
The announcement of financial irregularities by Steinhoff early December 2017 meant that we could no longer rely on the numbers on which the reported margins
Star – the new jewel in Steinhoff’s crown
Pepkor is back on the JSE as Steinhoff Africa Retail (Star). In this article, we explain the history of prolific corporate actions that led to