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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Research Comments

New Fund Rating: SIM Enhanced Yield Fund
20 Jun 2019
Associated local fund ratings
Update on the Nedgroup Investments Global Cautious Fund
18 Jun 2019
We previously commented on Nedgroup's announcement of the pending change to the sub-adviser on the Nedgroup Investments Global Cautious Fund, see comment here. We received confirmation from Nedgroup that they have appointed Pyrford International as sub-adviser on the fund as Chartwell’s replac...
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Changes at Granate Asset Management
18 Jun 2019
Granate was founded by RMI Investment Managers (RMI IM) as a fixed interest house (originally called RMI Specialist Managers) in 2015, and ex-Cadiz fixed income portfolio managers Jonathan Myerson and Bronwyn Blood were brought in to manage the process. We covered the business and their fixed income...
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Jonathan du Toit resigns from Truffle Asset Management
7 Jun 2019
Truffle announced that Jonathan du Toit has resigned from the business, with his notice period ending at the end of July to ensure a smooth handover of his responsibilities. He is currently a co-portfolio manager across their fund range along with Truffle’s CIO, Iain Power, and Charles Booth. ...
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Stanlib Franchise Changes
7 Jun 2019
Stanlib announced several changes to the investment teams in their fixed income, multi-asset and absolute return franchises that will be implemented over the course of 2019.Fixed Income Franchise: The franchise has been co-managed by Henk Viljoen and Victor Mphaphuli since 2016. Stanlib announced t...
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Old Mutual Equities Consolidates Funds
6 Jun 2019
Old Mutual Investment Group (OMIG) amalgamated several funds managed by their equity franchise, Old Mutual Equities (OME), into the Old Mutual Equity Fund (launched Feb 2018) at the end of May. The funds that formed part of this amalgamation include: Old Mutual Financial Services Fund Old Mutual...
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Rezco Funds Reviewed
5 Jun 2019
We recently completed a full review of Rezco's investment capability. While we rate the business and Rob Spanjaard (CIO) highly, we wanted to test whether any internal pressures have been developing in light of relatively weak performance against peers over the last three years. In particular: Any b...
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Denker Global Emerging Markets Fund downgraded to Tier 3
4 Jun 2019
Denker Capital informed us last week that the team responsible for the Denker Global Emerging Markets Fund has resigned. The team consists of the portfolio manager Neal Smith and senior equity analyst Richard Shepherd.Given the limited capacity to manage emerging market equities in the broader team,...
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New Fund Rating: Anchor BCI Flexible Income Fund
17 Apr 2019
Associated local fund ratings
New Fund Rating: Prescient Absolute Balanced Fund
17 Apr 2019
Associated local fund ratings
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