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Northstar in the media

From time to time, Northstar prepares additional ad-hoc content or is in the media. Consistently, on a quarterly basis, Northstar writes a market report where we provide insights on our current investment thinking, particular stock theses and introductions to our team. We hope this content helps you appreciate how Northstar seeks to continually get closer to the truth.

2019/09/09 - Money Marketing

Value in flexibility

Investors looking for offshore exposure would be well-advised to spend some time considering which kinds of offshore investment. [...]
2019/04/30 - Money Marketing

Why size matters

Size matters in investing, just not in the way we may have been led to believe. In many ways smaller is better. [...]
2019/03/31 - Money Marketing

Right for the wrong reasons

Is offshore investing still a good move for South African investors? [...]
2018/08/02 - Financial Mail

Little gems, perhaps

A huge amount of trust has to develop before a fund manager can expect to earn large pension mandates [...]
2018/07/31 - Moneyweb

Is Facebook’s fall just a blip for tech stocks?

Is the long-term story still intact? [...]
2017/12/15 - Moneyweb

The opportunity in mid and small caps

The market may be underpricing these counters relative to large caps. [...]
2017/12/08 - Moneyweb

The equity funds that didn’t own Steinhoff

Who dodged a bullet for their clients? [...]
2017/03/22 - NorthStar Event

Northstar evening with premier Helen Zille

Northstar were privileged to host a talk by Premier Helen Zille at the Portside building in Cape Town. Over 170 clients, brokers and friends of Northstar attended the event and the evening [...]
2016/02/29 - RMI

RMI’s new investment management model ready to serve the financial advisory community

RMI Investment Managers (RMI IM), part of JSE-listed Rand Merchant Investment Holdings (RMI), has launched an affiliate investment manager model, the first of its kind in South Africa [...]
2016/02/29 - Money Marketing

Is it all doom and gloom and do opportunities exist for investors?

"The stock market is filled with individuals who know the price of everything, but the value of nothing [...]
2016/01/18 - Business Day

RMI to trade under new name

RAND Merchant Insurance (RMI) will be renamed Rand Merchant Investment Holdings and will trade under the new name on the JSE with effect from Monday next week [...]
2015/12/01 - Sunday Times

Why care about Mangaung?

One man who will not be losing any sleep over the leadership and policy debates at Mangaung is one of the country's most successful investors, Adrian Clayton [...]
2015/11/24 - Biz News

Are there any AGMs of JSE-listed companies worth attending?

Doug Haig, a chartered accountant and member of the executive team at insurance specialists Lireas, attended RMBI's annual general meeting on friday [...]
2015/11/18 - Business Report

RMI has $70m to spend

Rand Merchant Insurance Holdings, an investor in South African insurance companies, intends to allocate about $70 million to enable a unit to buy stakes in independent money-managers alongside plans for the division to build its own investment teams [...]
2015/11/15 - Sunday Times

Equity investors are having a tough time and it’s not over yet

The result is, our resource sector is currently priced for Armageddon after several years of good returns, we've forgotten how risky markets really are [...]
2015/11/12 - Financial Mail

Investors Notebook, Stephen Cranston

Resco was once fated to be a resource-focused investment company. Then its owner, Wally Grey, a veteran of Sage Asset Management, was persuaded to turn it into a unit trust business, of which he is now co-fund manager [...]
2015/10/16 - Moneyweb

Rand Merchant Insurance chasing asset manager oligopoly

Rand Merchant Insurance (RMI) is gunning for the ‘CIA’ – Coronation, Investec and Allan Gray. Its new asset management business, RMI Investment Managers (IM), has taken minority equity stakes in a number of boutique asset managers [...]
2015/10/15 - Moneyweb

RMI after asset manager oligopoly

JOHANNESBURG – Rand Merchant Insurance (RMI) is gunning for the ‘CIA’ – Coronation, Investec and Allan Gray. Its new asset management business, RMI Investment Managers (IM), has taken minority equity stakes in a number of boutique asset managers [...]
2015/09/01 - Sunday Times

Should one hold or sell equities currently considering the market volatility?

Two concepts are important when addressing this question.Time and expected returns – what period of time is reasonable when deciding on investing in equities and what returns should be expected? [...]
2012/06/22 - Financial Mail

Money & Investing: Questions for Adrian Clayton

Out of 89 all asset variable equity funds, PSG Balanced is one of the top 10 performers over three years [...]
2002/11/29 - Financial Mail

Building a solid Record

In delivering a 24% return in its first year, Frater Flexible Funf (FFF) has lived up to Frater Asset Management's growing reputation for delivering above-average returns [...]
2001/07/23 - Financial Mail

Appleton-trust is standard & Poor’s se toppresteerder met 44,7%

APPLETON se Bestuurde Veelsydigge Effektetrust het die afgelope twee jaar uitstekend gevaar en ‘n opbrengs van 44,7% vir die tydperk behaal. [...]
2000/03/24 - Financial Mail

An Attractive newcomer

Most investors want to get the best returns they can, it has never been easy, and has been made even harder by more volatile markets [...]

Northstar in the media

Value in flexibility

Why size matters

Right for the wrong reasons

Little gems, perhaps

Is Facebook’s fall just a blip for tech stocks?

The opportunity in mid and small caps

The equity funds that didn’t own Steinhoff

Northstar evening with premier Helen Zille

RMI’s new investment management model ready to serve the financial advisory community

Is it all doom and gloom and do opportunities exist for investors?

RMI to trade under new name

Why care about Mangaung?

Are there any AGMs of JSE-listed companies worth attending?

RMI has $70m to spend

Equity investors are having a tough time and it’s not over yet

Investors Notebook, Stephen Cranston

Rand Merchant Insurance chasing asset manager oligopoly

RMI after asset manager oligopoly

Should one hold or sell equities currently considering the market volatility?

Money & Investing: Questions for Adrian Clayton

Building a solid Record

Appleton-trust is standard & Poor’s se toppresteerder met 44,7%

An Attractive newcomer

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