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

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

  • 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

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