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.
all members of our manager research team have over ten years of investment experience.
Research Comments
Nedgroup Investments Global Cautious Fund placed under review
5 Mar 2019
5 Mar 2019
Nedgroup outsources the investment management of the Nedgroup Investments Global Cautious Fund to US based Chartwell Investment Partners as part of their “best of breed” approach to manager selection. We were informed on Friday that the two portfolio managers responsible for the fund, Ge...
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Associated local fund ratings
Associated offshore fund ratings
Fund Manager Updates
21 Feb 2019
21 Feb 2019
Please see the below commentary and updates on the funds and managers that we have reviewed recently.CORONATION:Coronation’s funds have, quite broadly, gone through a difficult time from a performance perspective over the last few years. Their relative underperformance was largely caused by ex...
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Associated local fund ratings
Coronation Fixed Income Team Changes
7 Feb 2019
7 Feb 2019
Coronation has announced that Mark le Roux will retire from his portfolio management responsibilities in the fixed income team at the end of February 2019. Mark has been instrumental in building up Coronation’s fixed income capability over the last 14 years. He was Head of Fixed Income before ...
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Associated local fund ratings
Associated offshore fund ratings
JP du Plessis joins Laurium Capital
31 Jan 2019
31 Jan 2019
JP du Plessis joined Laurium Capital at the beginning of January as a fixed income specialist and portfolio manager to bring focus to the team’s income and multi-asset capability. He was Deputy Head of Fixed Income at Prescient before resigning in October last year, see our comment here. JP wi...
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Associated local fund ratings
Investec Global Strategic Equity Fund downgraded to Tier 3
11 Dec 2018
11 Dec 2018
We have recently downgraded the Investec Global Strategic Equity fund from Tier 2 to Tier 3, as a reflection of our decreasing confidence in one of the core process components supporting the strategy. The fund makes use of Investec’s proprietary quantitative 4Factor model in combination with b...
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Associated offshore fund ratings
17 Apr 2019 Associated local fund ratings