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Fund commentary - Insights into our fund positioning and investment returns

• Mark Seymour | Northstar BCI Income Fund: Q1 2025 Commentary

  2.05
• Mark Seymour | Northstar Global Income Fund: Q1 2025 Commentary

  2.14
• Mark Seymour | Northstar BCI Managed Fund: Q1 2025 Commentary

  1.46
• Adrian Clayton | Northstar Global Flexible Strategy: Q1 2025 Commentary

  2.56
• Marco Barbieri | Northstar BCI Equity Fund: Q1 2025 Commentary

  1.59
• Adrian Clayton | Baffled by Buffett

  15.37
• Mark Seymour | Northstar BCI Income Fund: Q4 2024 Commentary

  1.58
• Mark Seymour | Northstar Global Income Fund: Q4 2024 Commentary

  2.12
• Mark Seymour | Northstar BCI Managed Fund: Q4 2024 Commentary

  1.50
• Adrian Clayton | Northstar Global Flexible Strategy: Q4 2024 Commentary

  3.07
• Marco Barbieri | Northstar BCI Equity Fund: Q4 2024 Commentary

  2.38
• Mark Seymour | Northstar Global Income Fund: Q2 2024 Commentary

  1.30
• Mark Seymour | Northstar BCI Income Fund: Q3 2024 Commentary

  3.32
• Adrian Clayton | Northstar Global Flexible Strategy: Q3 2024 Commentary

  3.00
• Marco Barbieri | Northstar BCI Equity Fund: Q3 2024 Commentary

  2.10
• Mark Seymour | Northstar BCI Managed Fund: Q3 2024 Commentary

  3.14
• Hlelo Giyose | First Avenue SCI Focused Quality Fund: Q2 2024 Commentary

  2.37
• Mark Seymour | Northstar BCI Income Fund: Q2 2024 Commentary

  1.20
• Adrian Clayton | Northstar Global Flexible Strategy: Q2 2024 Commentary

  2.41
• Marco Barbieri | Northstar BCI Equity Fund: Q2 2024 Commentary

  2.06
• Mark Seymour | Northstar BCI Income Fund: Q1 2024 Commentary

  1.58
• Adrian Clayton | Northstar BCI Managed Fund: Q1 2024 Commentary

  3.23
• Marco Barbieri | Northstar BCI Equity Fund: Q1 2024 Commentary

  2.05
• Adrian Clayton | Northstar Global Flexible Strategy: Q1 2024 Commentary

  2.54
• Mark Seymour | Northstar BCI Income Fund: Q4 2023 Commentary

  2.00
• Adrian Clayton | Northstar BCI Managed Fund: Q4 2023 Commentary

  2.26
• Marco Barbieri | Northstar BCI Equity Fund: Q4 2023 Commentary

  1.05
• Adrian Clayton | Northstar Global Flexible Strategy: Q4 2023 Commentary

  2.36
• Mark Seymour | Northstar BCI Income Fund: Q3 2023 Commentary

  2.50
• Adrian Clayton | Northstar BCI Managed Fund: Q3 2023 Commentary

  2.37
• Marco Barbieri | Northstar BCI Equity Fund: Q3 2023 Commentary

  2.04
• Adrian Clayton | Northstar Global Flexible Strategy: Q3 2023 Commentary

  2.37
• Mark Seymour | Northstar SCI Income Fund: Q2 2023 Commentary

  3.17
• Mark Seymour | Northstar SCI Managed Fund: Q2 2023 Commentary

  2.57
• Marco Barbieri | Northstar SCI Equity Fund: Q2 2023 Commentary

  2.10
• Donovan Stefan | Northstar Global Flexible Strategy: Q2 2023 Commentary

  2.27
• Mark Seymour | Northstar SCI Income Fund: Q1 2023 Commentary

  1.50
• Adrian Clayton | Northstar SCI Managed Fund: Q1 2023 Commentary

  2.34
• Marco Barbieri | Northstar SCI Equity Fund: Q1 2023 Commentary

  3.29
• Adrian Clayton | Northstar Global Flexible Strategy: Q1 2023 Commentary

  1.54
• Adrian Clayton | Northstar SCI Managed Fund: Q4 2022 Commentary

  3.47
• Mark Seymour | Northstar SCI Income Fund: Q4 2022 Commentary

  2.09
• Adrian Clayton | Northstar Global Flexible Fund: Q4 2022 Commentary

  3.20
• Adrian Clayton | Northstar SCI Managed Fund: Q3 2022 Commentary

  2.35
• Mark Seymour | Northstar SCI Income Fund: Q3 2022 Commentary

  2.16
• Marco Barbieri | Northstar SCI Equity Fund: Q3 2022 Commentary

  1.57
• Adrian Clayton | Northstar SCI Global Flexible Fund: Q3 2022 Commentary

  2.59
• Mark Seymour | Northstar SCI Income Fund: Q2 2022 Commentary

  2.03
• Adrian Clayton | Northstar SCI Global Flexible Fund: Q2 2022 Commentary

  2.15
• Adrian Clayton | Northstar SCI Managed Fund: Q2 2022 Commentary

  2.14
• Marco Barbieri | Northstar SCI Equity Fund: Q2 2022 Commentary

  2.06
• Mark Seymour | Northstar SCI Income Fund: Q1 2022 Commentary

  2.24
• Mark Seymour | Northstar SCI Managed Fund: Q1 2022 Commentary

  2.23
• Marco Barbieri | Northstar SCI Equity Fund: Q1 2022 Commentary

  2.17
• Donovan Stefan | Northstar Global Flexible Strategy: Q1 2022 Commentary

  2.56
• Mark Seymour | Northstar SCI Income Fund: Q4 2021 Commentary

  4.16
• Adrian Clayton | Northstar SCI Managed Fund: Q4 2021 Commentary

  2.22
• Rory Spangenberg | Northstar Global Flexible Strategy: Q4 2021 Commentary

  4.04
• Marco Barbieri | Northstar SCI Equity Fund: Q4 2021 Commentary

  1.53
• Mark Seymour | Northstar SCI Income Fund: Q3 2021 Commentary

  2.38
• Adrian Clayton | Northstar SCI Managed Fund: Q3 2021 Commentary

  2.25
• Marco Barbieri | Northstar SCI Equity Fund: Q3 2021 Commentary

  2.21
• Rory Spangenberg | Northstar Global Flexible Strategy: Q3 2021 Commentary

  2.57
• Mark Seymour | Northstar SCI Income Fund: Q2 2021 Commentary

  2.50
• Rory Spangenberg | Northstar Global Flexible Strategy: Q2 2021 Commentary

  3.10
• Marco Barbieri | Northstar SCI Managed Fund: Q2 2021 Commentary

  3.30
• Marco Barbieri | Northstar SCI Equity Fund: Q2 2021 Commentary

  3.10
• Mark Seymour | Northstar SCI Income Fund: Q1 2021 Commentary

  5.39
• Adrian Clayton | Northstar SCI Managed Fund: Q1 2021 Commentary

  2.35
• Marco Barbieri | Northstar SCI Equity Fund: Q1 2021 Commentary

  3.38
• Rory Spangenberg | Northstar Global Flexible Strategy: Q1 2021 Commentary

  4.25
• Adrian Clayton | Northstar SCI Managed Fund: Q4 2020 Commentary

  4.23
• Rory Spangenberg | Northstar Global Flexible Strategy: Q4 2020 Commentary

  2.15
• Marco Barbieri | Northstar SCI Equity Fund: Q4 2020 Commentary

  2.36
• Mark Seymour | Northstar SCI Income Fund: Q4 2020 Commentary

  3.01
• Adrian Clayton | Northstar SCI Managed Fund: Q3 2020 Commentary

  2.33
• Rory Spangenberg | Northstar Global Flexible Strategy: Q3 2020 Commentary

  1.52
• Marco Barbieri | Northstar SCI Equity Fund: Q3 2020 Commentary

  3.07
• Mark Seymour | Northstar SCI Income Fund: Q3 2020 Commentary

  3.18
• Adrian Clayton | Northstar SCI Managed Fund: Q2 2020 Commentary

  5.07
• Rory Spangenberg | Northstar Global Flexible Strategy: Q2 2020 Commentary

  2.38
• Marco Barbieri | Northstar SCI Equity Fund: Q2 2020 Commentary

  2.29
• Mark Seymour | Northstar SCI Income Fund: Q2 2020 Commentary

  2.42
• Adrian Clayton | Northstar SCI Managed Fund: Q1 2020 Commentary

  2.12
• Rory Spangenberg | Northstar Global Flexible Strategy: Q1 2020 Commentary

  2.33
• Marco Barbieri | Northstar SCI Equity Fund: Q1 2020 Commentary

  2.29
• Mark Seymour | Northstar SCI Income Fund: Q1 2020 Commentary

  2.36
• Adrian Clayton | Our current market views #COVID-19

  3.11
• Adrian Clayton | Northstar SCI Managed Fund: Q4 2019 Commentary

  5.09
• Rory Spangenberg | Northstar Global Flexible Strategy: Q4 2019 Commentary

  2.18
• Marco Barbieri | Northstar SCI Equity Fund: Q4 2019 Commentary

  3.16
• Mark Seymour | Northstar SCI Income Fund: Q4 2019 Commentary

  3.28
• Adrian Clayton | Northstar SCI Managed Fund: Overview of Q3 2019

  3.25
• Rory Spangenberg | Northstar Global Flexible Strategy: Overview of Q3 2019

  1.54
• Mark Seymour | Northstar SCI Income Fund: Overview of Q3 2019

  3.42
• Rory Spangenberg | Northstar Global Flexible Strategy: Overview of Q2 2019

  1:32

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Investment Process - Insights into our Equity and Fixed Income investment processes.

• Marco Barbieri | Navigating the changing landscape of South African equities

  0.35
• Adrian Clayton | Global multi-asset mandates, who does it well?

  2.36
• Adrian Clayton | The double-edged sword of tariffs: lessons from history and their economic impact

  2.35
• Mark Seymour | Asset allocation: Modern Portfolio Theory

  1.20
• Adrian Clayton | Baffled by Buffett

  15.37
• Adrian Clayton, Lo Giyose | Demographics – an ageing population

  20.14
• Mark Seymour | Stable dividend payers: value is starting to show

  1.12
• Adrian Clayton | Take guessing out of the “risk up” or “risk down” decision

  2.31
• Adrian Clayton | Looking back at 2022: A summary of the year that was

  3.54
• Adrian Clayton | An update on world markets – what is going on?

  5.23
• Adrian Clayton | Inflation: a key variable that influences where and when to invest

  6.45
• Adrian Clayton | Interest Rates: a key variable that influences where and when to invest

  2.40
• Adrian Clayton | Debt: a key variable that influences where and when to invest

  3.03
• Adrian Clayton | Demographics: a key variable that influences where and when to invest

  4.37
• Adrian Clayton | Inequality: a key variable that influences where and when to invest

  4.10
• Adrian Clayton | Valuations: a key variable that influences where and when to invest

  7.53
• Adrian Clayton | Shaping opportunities in a world of extreme asset valuations

  28.37
• Ludi Cronje | Northstar SCI Income Fund – Safe, real returns, pure and simple

  1.57
• Marco Barbieri | South Africa – Long term investment destination or trading opportunity?

  17.56
• Mark Seymour | An overview of Fixed Income

  1:50
• Adrian Clayton | An overview of Equities

  1:56

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Quarterly report - Insights into our investment cases for specific securities which we own.

• Marco Barbieri | Navigating the changing landscape of South African equities

  0.35
• Adrian Clayton | Global multi-asset mandates, who does it well?

  2.36
• Adrian Clayton | The double-edged sword of tariffs: lessons from history and their economic impact

  2.35
• Mark Seymour | Asset allocation: Modern Portfolio Theory

  1.20
• Joshua Reed | Structure in uncertainty: balancing risk and expected returns

  2.28
• Marco Barbieri | SA equities: where from here?

  0.41
• Adrian Clayton | Myth Busters

  1.54
• Mark Seymour | Strategic Asset Allocation: A solid foundation, but not without flaws

  1.27
• Marco Barbieri | Are SA equities just cheap or is there more to it?

  1.04
• Lo Giyose | Does the performance of the Johannesburg Securities Exchange reflect the triumph of the national imperative over the shareholder imperatives?

  2.55
• Mark Seymour | Interconnected fortunes: US policies and their broad impact on South Africa’s economy

  1.47
• Marco Barbieri | Is a rand hedge stock strategy viable?

  0.42
• Adrian Clayton | A tidal turn for emerging markets

  2.21
• Lo Giyose | Investing for long-term outcomes: macro economic factors and the “chessboard problem”

  0.44
• Marco Barbieri | SA Equities: Peak pessimism or structural reset?

  1.01
• Adrian Clayton | Population shifts will be impacting your life experience

  1.13
• Adrian Clayton | Northstar Asset Management enters a cooperation agreement with First Avenue Investment Management

  1.51
• Mark Seymour | Stable dividend payers: value is starting to show

  1.12
• Adrian Clayton | Take guessing out of the “risk up” or “risk down” decision

  2.31
• Adrian Clayton | Property – a ticking time bomb?

  3.10
• Marco Barbieri | How important is SA growth to local equity’s investment case?

  1.13
• Adrian Clayton | The market has never looked so disconnected from its history

  3.17
• Marco Barbieri | Are we witnessing early signs of Japan-style deflation in China?

  0.48
• Adrian Clayton | Three warnings for markets from company CEOs

  1.38
• Marco Barbieri | Beyond inflation: The impact of weaker global trade on global equities

  0.46
• Mark Seymour | Generating real returns with lower risk – The Northstar SCI Income Fund

  0.57
• Mark Seymour | What made us reduce global equities and buy SA bonds in Q4 2021

  2.04
• Adrian Clayton | Myth busters

  3.18
• Matthew Bertram | Shaping opportunities in a world of extreme asset valuations

  1.32
• Donovan Stefan and Joshua Reed | Underappreciated improving fundamentals – conviction beyond the cycle

  1.40
• Marco Barbieri | Richemont- revisiting the investment case

  1.05
• Adrian Clayton | TINA – There is no alternative, or is there?

  2.43
• Rory Spangenberg | Sustainability – A key component of our fundamental investment framework

  1.24
• Marco Barbieri | Asset allocation views – Northstar SCI Managed Fund

  1.03
• Donovan Stefan and Simphiwe Msibi | Hiding in plain sight

  2.05
• Mark Seymour | Focus on the goal

  1.05
• Adrian Clayton | The right price?

  3.44
• Rory Spangenberg | Is your fund manager taking enough risk?

  1.58
• Marco Barbieri | South African Industrials: COVID-19 dynamics further entrench competitive strengths

  1.34
• Adrian Clayton | Inflation – friend, foe or figment of the market’s imagination?

  5.54
• Mark Seymour | Current opportunities in fixed income

  7.42
• Simphiwe Msibi | Chinese internet stocks benefit from COVID-19

  3.08
• Adrian Clayton | Global debt – the elephant in the room

  3.28
• Rory Spangenberg | Rotation to Value – is it sustainable?

  2.02
• Andrew Randles | Hidden gems

  2.32
• Adrian Clayton | Is South Africa approaching a fiscal cliff?

  5.42
• Marco Barbieri | Themes that have shaped fund manager returns over the past three years

  2.28
• Donovan Stefan | TransDigm – a diamond in the rough

  3.41
• Adrian Clayton | Caught between a rock and a hard place

  5.15
• Adrian Clayton | Taking stock of the markets – Let the numbers do the talking

  3.56
• Adrian Clayton | Market Report Q2 2019

  4:50
• Rory Spangenberg | Can SA managers compete on the Global stage?

  1:17
• Adrian Clayton | 2018 in review

  3:55

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Research - Insights into our thinking on various market and investment related topics.

• Adrian Clayton | The double-edged sword of tariffs: lessons from history and their economic impact

  2.35
• Mark Seymour | Asset allocation: Modern Portfolio Theory

  1.20
• Mark Seymour | Northstar Fixed Income insights

  3.07
• Adrian Clayton | How have the markets treated Northstar this year?

  2:39
• Adrian Clayton | Investor expectations from the markets

  4:40
• Helen Zille | Northstar Asset Management

  2:01

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Webinars - June 2020

• Adrian Clayton, Lo Giyose | Demographics – an ageing population

  20.14
• Mayor Geordin Hill-Lewis | Mayor Geordin Hill-Lewis talks about the future of Cape Town

  55.52
• Adrian Clayton (NS) and Hlelo Giyose (FA) | Electricity – The lifeblood of a nation

  20.45
• Adrian Clayton, Lo Giyose and Mayor Geordin Hill-Lewis | Northstar Client Event – 6 June 2023

  1hr58
• Paddy Upton | Webinar: Navigating Uncertainty – Paddy Upton, The Barefoot Coach

  41.47
• Rory Spangenberg | Webinar: Navigating Uncertainty – Northstar Global Flexible Fund

  27.03
• Mark Seymour | Northstar Webinar: Fund Manager Q&A – Part 1 of 3

  14.19
• Marco Barbieri | Northstar Webinar: Fund Manager Q&A – Part 2 of 3

  15.29
• Rory Spangenberg | Northstar Webinar: Fund Manager Q&A – Part 3 of 3

  15.30

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Closer to the truth - In the context of Northstar Asset Management team.

• Adrian Clayton | Myth Busters

  1.54
• Ludi Cronje | Client Services – Year end message

  1.01
• Adrian Clayton | Year end Message from Adrian Clayton

  2.37
• Adrian Clayton, Lo Giyose | Demographics – an ageing population

  20.14
• Mayor Geordin Hill-Lewis | Mayor Geordin Hill-Lewis talks about the future of Cape Town

  55.52
• Adrian Clayton (NS) and Hlelo Giyose (FA) | Electricity – The lifeblood of a nation

  20.45
• Adrian Clayton, Lo Giyose and Mayor Geordin Hill-Lewis | Northstar Client Event – 6 June 2023

  1hr58
• Adrian Clayton | Looking back at 2022: A summary of the year that was

  3.54
• Ludi Cronje | Client Service – year end message 2022

  0.54
• Adrian Clayton | Adrian Clayton – year end message 2021

  1.57
• Ludi Cronje | Client Service – year end message 2021

  1.02
• Adrian Clayton | Our current market views #COVID-19

  3.11
• Northstar team | A short overview of Northstar

  2:14