Northstar quarterly market reports
The Northstar Market Report provides powerful empirical evidence as to why we are confident that our investment philosophy and process, closely followed, will deliver market beating returns for our clients over time. This work again points to controllable factors - markets move wildly, falling in and out of love with different sectors and companies, but we have a defined formula that works and we stick to our guns by only owning quality companies when they are incorrectly valued by other investors. We discuss stocks in this report, delving into our investment cases for specific securities which we own.
CURRENT QUARTERLY REPORT
2023 – Quarter 1
THE BIG PICTURE
Taking guessing out of the ”risk up” or ”risk down” decision
The most consistent investment firms are not adept at pricing assets perfectly, this is impossible. What makes them exceptional is having a framework for understanding when assets are cheap or expensive and making the right directional bets over time. This is the focus of our latest Big Picture Article.
FROM THE ANALYSTS
Stable Dividend Payers: Value is starting to show
Despite value not showing at an index level, value is starting to show in the high dividend yielding space where its possible to build an attractively valued portfolio to a 4% plus dividend yield and a growing income stream of just under 6%.
Northstar Asset Management enters a cooperation agreement with First Avenue Investment Management
Adrian Clayton talks about the cooperation agreement signed between Northstar Asset Management and First Avenue Investment Management. The agreement resides in the area of research and as such we have a larger team, more analysts and are able to research more companies in more depth.
STAFF MEMBER PROFILE
Staff member profile – Shimeez Samsodien (Operations Associate)
What do you love about investing?
Although I am not directly involved in the investment process, I find the potential for returns in our client’s portfolios to be a source of great interest and motivation. While investing always carries some level of risk, the opportunity for strong returns, through time, is a compelling aspect of the field. In particular, I enjoy providing reports to clients that showcase growth in their portfolios. Witnessing this growth firsthand is both rewarding and motivating, and it reinforces my commitment to providing the best possible service to our clients.
QUARTERLY REPORTS ARCHIVE
Browse all our quarterly reports available by selecting the period from the dropdowns using year and date.