Videos and podcasts

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Fund commentary - Insights into our fund positioning and investment returns

• 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 | 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.

• 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.

• 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

• 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 | Our current market views #COVID-19

  3.11
• Northstar team | A short overview of Northstar

  2:14