• Welcome to Steer Capital
  • info@steercapital.co.za
  • 087 16000 99

Focused

Focused on Asset allocation and Alternative Investment strategies

Steer Capital

Steer Capital is a registered Financial Services provider (49006) in Bloemfontein South Africa. The company is a registered Asset Manager and hold a category II license  with the FSCA. The company was founded by Dennis du Plessis in March 2018.

Overview

Local Portfolios

Our tactical asset allocation range of portfolios are custom made for the South African investor who needs exposure to local equities, property, bonds, cash,offshore equities and commodities. Our unique tactical asset allocation process is delivered to investors in a cost-effective way.

Global Portfolio

The Steer Global portfolio is a USD denominated portfolio for the investor seeking exposure to a diversified investment strategy in global stocks, commodities, bonds, and cash. The strategy offers diversification value and are geared to deliver results in most market conditions.

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.

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.

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.

IMPROVE

The dynamic process of learning and applying creates an environment where improvement is a reality.

Steer Tactical Portfolios

Cost-effective actively managed tactical asset allocation

Our Process

Our approach to investment management is to consider data and use our proprietary process to quantitatively develop our investment views. Our process enables us to dynamically test, consider and apply our findings in the portfolios that we manage. This characteristic enables us to improve our decision-making process continuously. We see the world of investments as a balance between expectations and reality. Big picture trends and data tend to tell us how the market should be acting whereas data more related to timing, tell us how the market is acting. Both perspectives are equally important and is applied in tandem when it comes to our decision-making models.

The purpose of our process is to manage capital based on an objective, measurable and testable decision-making process.

 

Accessibility

The Steer SNN Stable Fund can be accessed through Allan Gray, Momentum Wealth,  Sanlam Glacier and Ashburton.

The Steer Tactical Balanced  portfolio is a model portfolio housed on the Allan Gray, Investec, PPS, Ashburton and Momentum Wealth Investment Platforms.

The Steer Global Portfolio can be accessed through Interactive Brokers.

The portfolios are managed as per mandate between investors and Steer Capital who is the appointed discretionary investment manager of the portfolios. Most investors access the portfolio through a financial advisor who has an affiliation with Steer Capital and the mentioned platforms. To find out if your advisor is an affiliate please contact us.

About Steer Capital

Inspired to be aligned, authentic, relevant and profitable

Steer Capital (Pty) Ltd is a registered Investment Manager based in Bloemfontein South Africa. The company was founded by Dennis du Plessis who has a drive to approach investment management in an unrelated yet relevant way as what is traditionally available.

We are focused towards creating and introducing authentic and profitable investment strategies in our portfolios. We view our role as that of stewards and it is our heart’s intent is to fulfil this role with integrity and prudence.

Alternative Investment Strategies

Offshore, USD Investment for qualified investor