Videos and podcasts

Informative insights into our investment processes.

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Fund commentary - Insights into our fund positioning and investment returns

  • 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.

  • 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 | 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.

  • 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.

  • 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