Manager Research

We provide detailed institutional-quality global investment manager research and fund ratings. Based in South Africa and the UK,
all members of our manager research team have over ten years of investment experience.

New fund rated: Obsidian Sanlam Collective Investments Balanced Fund

18 Apr 2017

Obsidian is an unusual manager in the SA market in that they believe ‘top down’ macro-economic driven investment views are a primary driver of returns.  They are able to put forward substantial evidence that this is the case, however this is a complex skill to evaluate and has taken us some time to reach a point of comfort with the team and business.  The fund offers investors a differentiated alternative to the typical ‘bottom up/valuation’ based approach which dominates our local market