2024/11/05 - CityWire
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.
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2024/11/05 - The Money Show
The Money Show
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2024/11/05 - The Money Show
The Money Show
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2024/09/26 - Our Thinking
Client Letter Q3 2024
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2024/09/02 - Business Day
Investing success comes from an awareness of history
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2024/09/02 - Power Talk
Power Talk
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2024/09/02 - The Money Show
The Money Show
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2024/07/10 - CityWire
I’m not a fan of ‘gut instinct’ – top-performing income PM
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2024/06/24 - Our Thinking
Client Letter Q2 2024
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2024/06/03 - Business Live
SA Inc. still has much to offer investors
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2024/03/25 - Our Thinking
Client Letter Q1 2024
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2023/12/04 - Our Thinking
Client Letter Q4 2023
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2023/12/04 - Business Live
A tidal turn on horizon for emerging markets
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2023/12/04 - Our Thinking
Client Letter Q3 2023
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2023/08/07 - Business Day
Evaluating the optimal offshore allocation for retirement funds
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2023/12/04 - Our Thinking
Client Letter Q2 2023
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2023/06/26 - CityWire
Northstar launches global income fund
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2023/04/24 - Fund information
Northstar Asset Management – Boutiques on Wednesday
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2023/04/21 - CityWire
We know our top 50 buy list stocks better than ‘our families’
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2023/04/04 - Insights
Client Letter Q1 2023
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2023/03/16 - CityWire
Value is starting to show in stable dividend payers
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2023/03/03 - CityWire
Are these SA’s best income funds?
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2023/03/03 - CityWire
Fund management should be driven by process, not personality
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2023/01/16 - Business Day
Release of chatbot app ChatGPT lets the genie out of the bottle
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2022/11/15 - CityWire
How important is SA growth to the investment case for local equity?
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2022/10/19 - CityWire
Even at 4% it’s too early to buy US Treasuries
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2022/09/26 - Business Day
Are we seeing early signs of Japan-style deflation in China?
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2022/09/19 - CityWire
The market has never looked so disconnected from its own history
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2022/08/17 - CityWire
SA Equities: Opportunity or value trap?
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2022/07/18 - CityWire
Houston we have a problem
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2022/06/29 - Our Thinking
Second quarter 2022 – Client Letter
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2022/06/27 - Business Live
Equity market valuations matter in rising inflation environment
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2022/06/27 - CityWire
Three warnings for markets from company CEOs
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2022/05/18 - CityWire
Beyond inflation: The impact of weaker global trade on equity markets
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2022/04/21 - CityWire
Reality check: Finding an optimal asset allocation
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2022/03/18 - CityWire
Where can you find value in the local equity market?
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2022/03/18 - Business Day
Busting myths about growth, value and interest rates
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2022/02/15 - CityWire
Don’t ignore the price: Global equity vs SA bonds
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2022/01/17 - CityWire
Where not to buy when inflation is high
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2021/12/07 - Our Thinking
4th Quarter 2021 – Client Letter
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2021/11/30 - CityWire
Citywire South Africa Awards 2021: Nominees for best fund manager
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2021/11/10 - Business Live
Competitive advantage drives value and long-term returns
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2021/08/27 - CityWire
SA’s top rated flexible fund managers
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2021/08/16 - CityWire
Why Northstar has increased its equity exposure to 10-year highs
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2021/07/08 - Insights
Naspers Prosus share exchange letter
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2021/07/09 - Insights
Second quarter 2021 client letter
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2021/05/13 - CityWire
Why would an income fund hold assets with zero yield?
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2021/04/28 - BlueChip Journal
Fixed income asset allocation: diversity and flexibility, a must have
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2021/04/19 - Our Thinking
Appointment of Rachel Finlayson as Portfolio Manager
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2021/03/26 - Our Thinking
First quarter 2021 client letter and market report
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2021/03/10 - Glacier Funds on Friday
Mind the gap – steep yield curve ahead
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2021/01/28 - CityWire
How a top performing global flexible fund manages equity exposure
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2021/01/27 - BlueChip Journal
Reaching for the Northstar
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2020/12/09 - Our Thinking
Fourth quarter 2020 client letter and market report
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2020/12/08 - CityWire
Is the rotation to value sustainable?
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2020/10/06 - CityWire
Northstar appoints Rory Spangenberg as CIO
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2020/10/05 - Our Thinking
Appointment of Rory Spangenberg as CIO at Northstar
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2020/09/25 - CityWire
Why has Northstar loaded up on inflation-linkers?
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2020/08/04 - CityWire
What’s the upside in Amazon or Tesla?
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2020/08/03 - Money Marketing
Why an integrated approach to fundamental value, informed by competitive advantage, offers better risk-adjusted returns
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2020/10/07 - Insights
Northstar Global Flexible Fund – 3 year track record
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2020/07/08 - Our Thinking
Second quarter 2020 client letter and market report
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2020/06/30 - CityWire
Why hold holding companies?
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2020/06/10 - Social Responsibility
NR Relief Programme
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2020/05/21 - CityWire
A better use for Buffett’s billions
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2020/05/15 - Our Thinking
Credit – more risk than is obvious to the naked eye
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2020/04/06 - Money Marketing
Big is not better in asset management
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2020/04/02 - Moneyweb
Is this the end of the beginning?
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2020/03/31 - Our Thinking
First quarter 2020 client letter and market report
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2020/02/28 - Our Thinking
Blackstone – Capitalising on a changing industry landscape
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2020/01/20 - Moneyweb
Is this 2002 for SA investors all over again?
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2019/09/09 - Money Marketing
Value in flexibility
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2019/04/30 - Money Marketing
Why size matters
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2019/03/31 - Money Marketing
Right for the wrong reasons
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2018/08/02 - Financial Mail
Little gems, perhaps
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2018/07/31 - Moneyweb
Is Facebook’s fall just a blip for tech stocks?
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2017/12/15 - Moneyweb
The opportunity in mid and small caps
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2017/12/08 - Moneyweb
The equity funds that didn’t own Steinhoff
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2017/03/22 - NorthStar Event
Northstar evening with premier Helen Zille
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2016/02/29 - RMI
RMI’s new investment management model ready to serve the financial advisory community
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2016/02/29 - Money Marketing
Is it all doom and gloom and do opportunities exist for investors?
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2016/01/18 - Business Day
RMI to trade under new name
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2015/12/01 - Sunday Times
Why care about Mangaung?
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2015/11/24 - Biz News
Are there any AGMs of JSE-listed companies worth attending?
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2015/11/18 - Business Report
RMI has $70m to spend
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2015/11/15 - Sunday Times
Equity investors are having a tough time and it’s not over yet
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2015/11/12 - Financial Mail
Investors Notebook, Stephen Cranston
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2015/10/16 - Moneyweb
Rand Merchant Insurance chasing asset manager oligopoly
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2015/10/15 - Moneyweb
RMI after asset manager oligopoly
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2015/09/01 - Sunday Times
Should one hold or sell equities currently considering the market volatility?
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2012/06/22 - Financial Mail
Money & Investing: Questions for Adrian Clayton
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2002/11/29 - Financial Mail
Building a solid Record
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2001/07/23 - Financial Mail
Appleton-trust is standard & Poor’s se toppresteerder met 44,7%
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2000/03/24 - Financial Mail
An Attractive newcomer