Who we are

First Avenue is an owner-managed business specializing in equity investment management. Being owner-managed creates a superior enabling environment within which to deliver discernible value to our clients.  

View our latest fund factsheets.

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What makes Us Different

Aligned with investor interests

We invest side by side with clients, experiencing the same risk and reward.

Equity specialists

Our focus is on a limited product set across only one investment class (equities).

Culture of excellence

Highly concentrated portfolio driven by conviction through differentiated research.

Quality client experience

Direct access to key individuals, frequent publication of thought pieces, differentiated perspectives.

What do we mean when we say "Investing clearly"?

Our repository of knowledge is a result of understanding the implications of major ideas in natural and social science disciplines on business models. The collaboration between First Avenue and Northstar allows the combined team to scale this effort.

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Our Principles

  • To grow the capital of our clients.
  • To manage risks for our clients.
  • To act honestly.
  • To provide excellent client service.
  • To be investment rather than size led.
  • To constantly value our clients, our staff, our shareholders and charities.
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Our History

  • 2010

    The year First Avenue was established.

  • 2011

    Awarded our first mandate. Launched our first unit trust fund.

  • 2012

    Launched First Avenue's focused equity strategy

  • 2013

    First Avenue is debt free. Membership to Prestigious GBAM Association.

  • 2014

    Established First Avenue Institute.

  • 2015

    AUM Exceeds R10bn.

  • 2016

    Awarded SA / Global Mandate.

  • 2017

    Awarded Global Family Business Mandate. Launched SA UCITS Fund in Ireland.

  • 2018

    Launched Focused Quality Unit Trust Fund.

  • 2023

    Co-operation agreement with Northstar Asset Management, bolstering breadth and depth of research universe.

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Investing, clearly.

Our goal is to become  the best option available to investors to create wealth by generating consistent and fundamentally safer returns than both the market and competition. 
Our goal is to become  the best option available to investors to create wealth by generating consistent and fundamentally safer returns than both the market and competition. 

We pair temperament with our analytical ability to exploit the phenomenon of compounding exhibited by a minority of companies.

Indeed, opportunities for time horizon arbitrage arise from the market’s obsession with the next set of company financials. This behaviour allows us to exploit short-term mispricings of exceptional companies that renew corporate value for decades at a stretch.

For further information in this regard please e-mail info@firstavenue.co.za