Northstar Asset Management
@NorthstarAM
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Our obsession with depth and detail brings greater understanding and better performance
Cape Town, South Africa
Joined December 2012
Price Of Silver Surges Friday—Surpasses $80 Following Weak Job Creation - Forbes
apple.news
The price of silver is up more than 6% on Friday after tumbling earlier this week, following a record-shattering 2025 for the precious metal.
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Why America stopped building the “starter home” - The Washington Post
apple.news
Concepts about starter homes seem inconsistent with today’s prices and expansive floor plans, leaving many first-time homebuyers with few options.
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We’ve written an open letter to Mr Price’s board raising serious concerns about the proposed NKD acquisition. The deal appears off-strategy, earnings-dilutive, poorly disclosed, and has already destroyed R9bn in shareholder value. Shareholders deserve answers!
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Current situation: 1. The US is preparing $2,000 stimulus checks 2. Japan is preparing a $110 billion stimulus package 3. China has approved a $1.4 trillion stimulus package 4. The Fed is officially ending QT on December 1st 5. The US is issuing~$1.9 trillion in treasures per
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“A town is not a town without a PEP.” Pepkor’s dominance in SA retail isn’t just scale — it’s strategy. With 5,899 stores, it leads in essentials like babywear & prepaid handsets, leveraging low costs & trust to expand into financial services. A steady compounder beyond retail.
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Adobe’s 44% share price drop isn’t a crisis — it’s an opportunity. While markets fear AI disruption, Adobe is building the tools professionals will trust. Strong balance sheet, loyal users, proven leadership. Read:
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1970s inflation. 1990s tech mania. 2025 has both. Northstar’s latest market report, Echoes of the Past, shows how Trump’s Fed ambitions and the AI bubble could collide into the next big reckoning. Read it here 👇 https://t.co/Vx66q1azdW
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“History doesn't repeat itself, but it often rhymes." – Mark Twain The S&P 500's trailing PE of 29.5x is a clear warning sign. As our analysis shows, this is significantly above the long-term fair value range (10.7x - 21.8x), suggesting prices have run far ahead of fundamentals
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US Treasury’s upcoming bond auction: $25 billion 30-year bonds on 11 Sep 2025. Sizes held steady amid stable borrowing needs. Watch for yield outcomes as Fed policy evolves. Developing story …
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"S&P 500, Nasdaq futures rise on Google ruling; tariff uncertainty hits Wall St" -
investing.com
Stock market today: S&P 500 rides Alphabet surge to close higher
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Markets chase hype. Northstar Asset Management chases value. Discipline, patience, and clarity - that’s how wealth is built!
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Do you know that the US added Silver to the list of Strategic Minerals? If you don’t own some silver, don’t say you weren’t warned 🪙 Analysts are predicting stupid gains for Silver! https://t.co/ZBm94DNs98
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MARK SEYMOUR: Valuations on thin ice: lessons from a century of markets https://t.co/VBoJRfq91j # via @BusinessLiveSA
businessday.co.za
Investors should exercise caution with the S&P 500 index on a PE of almost 30
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Unlock superior returns with Northstar Asset Management – South Africa’s research-obsessed boutique firm delivering meticulous SA and global investment strategies. Depth-driven insights via our First Avenue partnership ensure top performance for discerning investors. Dive in:
northstar.co.za
A Specialist Boutique Asset Manager investing in South Africa and abroad. Research driven
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Dive into our core process: Rigorous fundamental analysis builds our buy lists for local equities, global stocks, and fixed income. We model valuations and risks meticulously before any allocation. Depth drives decisions! Monthly portfolio optimization is key at
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Going global? Our Northstar Global Flexible Fund targets long-term capital via multi-asset equity focus. Medium-high risk, 7+ year horizon—nominated for top awards. South Africans, use your foreign allowance wisely:
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Northstar BCI Income Fund: Low risk, high rewards—10.04% compounded over 3 years, smashing inflation. Perfect for steady income seekers. No gimmicks, just solid fixed income plays. Factsheet here:
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@NorthstarAM funds delivering where it counts: 📈 Managed Fund up 16.43% in 12 months (beating peers at 15.42%). 💸 Income Fund compounding at 10.04% over 3 years, far ahead of inflation and cash. Smart, consistent growth. Don’t get left behind →
northstar.co.za
A Specialist Boutique Asset Manager investing in South Africa and abroad. Research driven
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🔴 EXPLAINED: SA's New 'Race-Based' Hiring Quotas South Africa's new 'Employment Equity Act' represents unprecedented danger to businesses countrywide...
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What a true honor to be a guest and visit the facilities of AMS and have a personal tour with the CEO Farhaad Haffejee and team 🙏🇿🇦 These are our miracle makers 🇿🇦
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