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 2
THE BIG PICTURE
Population shifts will be impacting your life experience
Global but more important, regional population changes, particular in Africa are going to profoundly affect our lives. How we invest will be impacted, but even more important, is an understanding and preparation for how these will adjust our daily living experience. This is the first article of two follow-up articles which we have written on tectonic demographic shifts.
FROM THE ANALYSTS
SA Equities: Peak pessimism or structural reset?
Over the past 12 months, the impact of loadshedding on corporate profitability has been severe. Although the FTSE/JSE All Share index returned 8.5% over this period, South African sensitive stocks have been extremely weak and now trade at deep discounts to their long term valuation multiples. In this article we explore the impact of loadshedding on corporate costs and revenue, assess if these are permanent or temporal in nature and finally consider their valuation impact.
FROM THE ANALYSTS
Northstar launches global income fund
Northstar Asset Management has added to its suite of funds with a global portfolio that targets an income yield in US dollars at low volatility.
STAFF MEMBER PROFILE
Staff member profile – Shannon Hendricks (Operations Associate)
When did your interests in financial markets start?
As a recent entrant to the industry, I am deeply fascinated by the financial markets and have dedicated significant time to studying and monitoring them independently. I am eager to immerse myself in this dynamic industry and acquire extensive knowledge.
QUARTERLY REPORTS ARCHIVE
Browse all our quarterly reports available by selecting the period from the dropdowns using year and date.