Videos and podcasts
Informative insights into our investment processes.
Back To Top
Fund commentary - Insights into our fund positioning and investment returns
-
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
Back To Top
Investment Process - Insights into our Equity and Fixed Income investment processes.
-
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
Back To Top
Quarterly report - Insights into our investment cases for specific securities which we own.
-
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
Back To Top
Research - Insights into our thinking on various market and investment related topics.
-
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
Back To Top
Webinars - June 2020
-
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
Back To Top
Closer to the truth - In the context of Northstar Asset Management team.
-
Adrian Clayton | Our current market views #COVID-19
3.11 -
Northstar team | A short overview of Northstar
2:14