Investor Summary

André Steyn founded Steyn Capital Management in 2009 after gaining experience as a dedicated short-selling analyst at Ziff Brothers Investments. He is a qualified CA(SA) and CFA charterholder with extensive expertise in forensic accounting and investment management. The investment team includes James Corkin as Lead SA Analyst and Portfolio Manager for Global EM strategy, Bernard Griesel as Lead Africa Analyst and Portfolio Manager for Frontier strategy, and Jamie Kent as COO and Head of Investor Relations. The team comprises highly qualified professionals with robust backgrounds in finance, accounting, and investment management, bringing specialized expertise in emerging markets analysis and forensic accounting techniques.

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Fund Strategy

Steyn Capital Management is a value-oriented investment management firm that seeks to maximize investor capital by buying securities with trading values materially lower than their intrinsic values, while avoiding or selling short securities with trading values materially higher than their intrinsic values. The firm aims to achieve high absolute rates of return over the long term while minimizing the risk of capital loss. Environmental, social and governance (ESG) factors are fully integrated into their investment process, with particular emphasis on corporate governance as these factors fundamentally influence intrinsic value. The firm employs rigorous forensic accounting analysis to identify investment opportunities and avoid potential fraud, using proprietary screening software to filter investment universes based on academic research, value metrics, and quality indicators.

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FUND PERFORMANCE AS OF 31st December 2021

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- - 51.0%