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
2025 – Quarter 2
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THE BIG PICTURE
Global multi-asset mandates, who does it well?
This article should appeal to any investor that places the interest of their clients first, that seeks to support home grown talent and who is genuinely interested in preserving the well-being of the South African savings industry.
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FROM THE ANALYSTS
Navigating the changing landscape of South African equities
There is no denying that local equities have endured a challenging decade. Despite an improvement in returns since the onset of Covid-19, the South African equity market has undergone significant structural changes. We would argue that what has worked well for investment managers over the past ten years may not be as effective in the years ahead.
QUARTERLY REPORTS ARCHIVE
Browse all our quarterly reports available by selecting the period from the dropdowns using year and date.