About Us

Investment philosophy 

We believe that financial markets are not efficiently priced all the time and therefore creates opportunities for active managers to profit from mispriced assets from time to time.

Active asset allocation is the main driver of investment returns in our portfolios. The combination of different asset classes, all fundamentally different from each other, form effective portfolios over time. Our multi strategy process drives all tactical asset allocation decisions. Value is unlocked by the timely reduction of exposure in one or more asset classes and the timely increase in exposure to other asset classes. The process is systematic in nature and the investment logic is programmed to ensure consistency in decision making.

About Us

How we
think.

We choose our decisions to be driven by the analyses of data relevant to the markets that we invest in. We believe that a disciplined, systematic and unbiased approach is an effective way to preserve and develop the integrity of our decisions. The foundation of the way we think is based on learning, applying and improving.

1

Learn

We regard ourselves as students of the subject of investment management. Our learning ability is enhanced in the way we gather, research and interpret market data. We stand neutral towards information until we have evidence that it can be of value in our process.

2

Apply

Information becomes valuable only when we learn what its specific value is in improving the way we make decisions. The robustness of our process allows for a new profitable idea to be incorporated in our process very quickly.

3

Improve

The dynamic process of learning and applying creates an environment where improvement is a reality.
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The same investment process and thinking is applied throughout all portfolios to ensure consistency and integrity.

WHY CHOOSE US?

What is unique about your investment process?

The Steer investment process is underpinned by multiple strategies all developed in house
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Gold and Silver forms part of our strategic asset allocation
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Risk adjusted returns is our focus across all mandates
Steer funds are effective diversifiers within larger portfolios due to its unique characteristics
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Multi Strategy Approach
Multiple strategies, from different schools of thought, are implemented to evaluate each asset class. These active strategies are driven by Macro, Value, Sentiment and Trend factors. The logic in our decision-making process is based on established cause and effect relationships that are well researched and supported by long term data.
We continually research cause and effect relationships by considering data to quantitatively develop our investment views. Our process enables us to dynamically gather, test, consider and apply our findings in the portfolios that we manage. That enables us to improve our decision-making process continuously.

Investment Manager

Dennis du Plessis is the founder and director of Steer Capital (Pty) Ltd and has been involved in the financial services industry since 2006. He managed various offshore and local collective Investment Schemes in his career and served on a number of investment committees over time. Dennis has extensive experience in asset allocation and instrument selection and has developed various investment management models over the years.

He studied at the University of the Free State where he completed a B Com Law degree. He went on and completed a diploma in Financial Markets and Instruments through the Academy of Financial Markets. He is a CAIA charter holder and has a passion for Alternative Investments and strategies.

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