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.

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Counterpoint Asset Management acquires Bridge Fund Managers
26 Aug 2020
On the 18th of August 2020 Counterpoint Asset Management (Counterpoint) and Bridge Fund Managers (Bridge) released a joint statement indicating that Counterpoint will be acquiring Bridge with an expected effective date of 1 September 2020. This follows the merger of Counterpoint and RECM earlier in ...
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African Rainbow Capital to buy 25% stake in Sanlam Investments
26 Aug 2020
Sanlam and African Rainbow Capital (ARC) recently announced that they have agreed on the terms of a deal that would see ARC purchase a 25% stake in Sanlam Investment Holdings (SIH), the insurer's asset management division. Sanlam will retain a controlling 75% stake in the unit. The agreement is...
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New Fund Rated: Sesfikile BCI Global Property Fund
26 Aug 2020
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Nedgroup Investments Growth Fund Update
31 Jul 2020
We have released 2 updates over the past few months regarding the change in best of breed manager for the Nedgroup Investments Growth Fund from Electus to Laurium Capital. These can be found here and here. We can now provide an additional update following further clarification we have received from...
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Foord announces deputy-CIO's retirement
31 Jul 2020
Foord announced that deputy-CIO, Daryll Owen, will retire from the business in 2021.   Daryll joined Foord in 2013 after retiring from his position as CIO of Nedgroup’s (ex-BoE) Private Clients business. The intention of his employment with Foord was to leverage off his experience to cr...
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New Fund Rated: Old Mutual Bond Fund
8 Jul 2020
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Prudential Investment Team Update
8 Jul 2020
Prudential have had several changes to senior members of the equity team over the last two years. Long standing equity portfolio manager Craig Butters started a three-year sabbatical in March 2019. Rehana Khan, who was Head of Equity Research and a strong analyst and mentor to the next generation of...
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Denker Capital fund range reviewed
3 Jul 2020
We recently concluded our rating review on Denker Capital’s full range of funds. This included both the review of existing funds under coverage and the rating of 2 new multi-asset funds.   We have made several changes to the ratings across funds, as per the table below:   F...
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Changes to the Allan Gray portfolio management team
1 Jul 2020
Allan Gray has notified us that there will be a number of senior level team changes taking place over the next few months. These are significant changes and we will be expediting our due diligence review to address the changes and evaluate the ratings we have across the affected funds.   The ...
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Laurium Appointed Manager of Nedgroup Growth Fund
23 Jun 2020
Earlier this month Nedgroup Investments released a notification regarding the appointment of Laurium Capital as the investment manager of the Nedgroup Investments Growth Fund. This follows their notification in March 2020 regarding the closure of the incumbent investment manager’s business in ...
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