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In the media

From time to time, First Avenue and Northstar prepare additional ad-hoc content or is in the media. Consistently, on a quarterly basis, we write a market report where we provide insights on our current investment thinking, particular stock theses and introductions to our team. We hope this content helps you appreciate how we seek to continually get closer to the truth.

2025/01/27 - The Money Show

The Money Show

Beyond Shares: Navigating Alternative Asset Classes for Diversified Investment Portfolios
2024/12/02 - Uncategorized

GBAM: The Boutique Premium Documentary Episode 1
2024/11/05 - CityWire

First Avenue and Northstar expect to merge within 18 months

Hlelo Giyose and Adrian Clayton believe the cooperation between the firms has been highly successful. ‘In the next 18 months or so, we should collapse our shareholding structure into one,’ First Avenue chief investment officer Hlelo Giyose told Citywire SA. The firms began cooperating on research in 2022 and formally merged their investment teams at the start of 2023.
2024/11/05 - The Money Show

The Money Show

Investment School - Navigating South Africa's Market Volatility: Strategies for Long-Term Growth
2024/11/05 - The Money Show

The Money Show

Investment School - Core portfolio holdings on the JSE (what is a core portfolio holding? how to identify them? when to buy and when to sell).
2024/09/02 - Business Day

Investing success comes from an awareness of history

The postmortems of past bubbles can provide useful tips on how to be on the right side of the next one. Adrian Clayton discusses this.
2024/09/02 - Power Talk

Power Talk

The state of the automotive industry. Lo Giyose shares his views.
2024/09/02 - The Money Show

The Money Show

Absa’s Half-year earnings hit by weak economy. Lo Giyose discusses this in the latest episode of The Money Show.
2024/07/10 - CityWire

I’m not a fan of ‘gut instinct’ – top-performing income PM

This month the Northstar BCI Income fund will reach its 10-year milestone. Since inception, the fund has returned 7.4% per annum – ahead of its benchmark of 110% of the STeFI call deposit rate and the 7.1% average return from funds in the Asisa South Africa multi-asset income category.
2024/08/12 - CityWire

We went to the gates of hell for quality

Hlelo Giyose wonders how his business, First Avenue Investment Management, would have turned out if the recent changes to Regulation 28 had already occurred when the firm launched in 2010.
2023/08/07 - Business Day

Evaluating the optimal offshore allocation for retirement funds

While risk considerations are vital, many investors overlook the cost of offshore diversification. Marco Barbieri discusses.
2024/08/12 - CityWire

Does quality work as a style in South Africa?

Asset managers who run specialist quality South African equity funds say these strategies have a place in investors’ portfolios despite current difficulties faced by the quality investment style and the limited local quality universe. First Avenue Investment Management chief investment officer (CIO) Hlelo Giyose told Citywire South Africa that quality equity offered the South African investor access to low-volatility stocks that had greater defensiveness and lower bankruptcy risk than other comparable investments. Giyose manages the First Avenue SCI Focused Quality Equity fund.
2023/06/26 - CityWire

Northstar launches global income fund

Northstar Asset Management has added to its suite of funds with a global portfolio that targets an income yield in US dollars at low volatility.
2023/04/21 - CityWire

We know our top 50 buy list stocks better than ‘our families’

The asset manager said its ESG process allowed it to avoid companies with poor governance, such as Steinhoff and Glencore.
2023/03/16 - CityWire

Value is starting to show in stable dividend payers

Mark Seymour reflects on the importance of dividend returns in the current market.
2023/03/03 - CityWire

Are these SA’s best income funds?

Four funds have a track record of consistency in SA's multi-asset income space. The Northstar SCI Income Fund falls into this category, according to Citywire SA.
2023/03/03 - CityWire

Fund management should be driven by process, not personality

In the latest in a series of interviews with industry veterans, Stephen Cranston talks to Northstar Asset Management chief investment officer Adrian Clayton.
2023/01/16 - Business Day

Release of chatbot app ChatGPT lets the genie out of the bottle

With the release of chatbot application ChatGPT on November 30, a large window into the wacky world of artificial intelligence (AI) has been thrust wide open.

In the media

The Money Show

GBAM: The Boutique Premium Documentary Episode 1

First Avenue and Northstar expect to merge within 18 months

The Money Show

The Money Show

Investing success comes from an awareness of history

Power Talk

The Money Show

I’m not a fan of ‘gut instinct’ – top-performing income PM

We went to the gates of hell for quality

Evaluating the optimal offshore allocation for retirement funds

Does quality work as a style in South Africa?

Northstar launches global income fund

We know our top 50 buy list stocks better than ‘our families’

Value is starting to show in stable dividend payers

Are these SA’s best income funds?

Fund management should be driven by process, not personality

Release of chatbot app ChatGPT lets the genie out of the bottle

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