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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Fund Manager Updates
27 Nov 2018
Bridge: A major change in the business was the announcement that Bridge entered into an agreement to sell their private client and stock broking business to Sanlam Private Wealth (SPW). This has relatively minimal impact on the fund management side. The transaction will result in the migration of s...
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New Fund Rated: Discovery Moderate Balanced
27 Nov 2018
Associated local fund ratings
New Fund Rated: Discovery Balanced
23 Nov 2018
Associated local fund ratings
Coronation / Investec Team Change
2 Nov 2018
Investec has hired Duane Cable out of Coronation’s absolute return team who are responsible for managing the Balanced Defensive and Capital Plus funds.  Duane has been an integral member of the team since 2013, and has developed his experience within Coronation for 12 years, so this is a ...
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JP du Plessis resigns from Prescient
12 Oct 2018
Prescient announced a further change to their investment team with the resignation of their Deputy Head of Fixed Income, Jean-Pierre du Plessis (JP). JP will remain with the business until the end of December 2018, where after he will be heading up fixed income at Laurium Capital. We have already c...
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Sanlam acquires majority stake in Catalyst Fund Managers
12 Oct 2018
Catalyst Fund Managers announced that Sanlam Investments will be buying a 69% stake in the business. Johnathan Broll and Royden du Plooy, who helped seed the business back in 2001, will be selling their combined 59% stake, while founder and CIO Andre Stadler will reduce his shareholding from 32% to ...
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Kagiso Islamic Equity Fund upgraded to Tier 1
26 Sep 2018
We have recently concluded a full review of the Kagiso Asset Management suite of funds. We retained our existing ratings on all their funds with the exception of the Kagiso Islamic Equity Fund, which has been upgraded from a Tier 2 to a Tier 1. Since our initial rating on the funds in 2014, the bus...
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Investec listing of IAM
17 Sep 2018
Investec Limited announced last week Friday that they plan to spin-off the asset management segment of the group. This means that Investec Asset Management (IAM) will be publicly listed, and traded, as a separate entity on the London Stock exchange with a secondary listing in South Africa on the JSE...
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New Fund Ratings: Anchor Capital
14 Sep 2018
We have recently concluded a full review of the Anchor Capital suite of funds. Anchor is a relatively new business (founded 2012, listed 2014) and has expanded its footprint quickly to cover multiple lines of financial services. Early performance was exceptionally strong, and as a result client inte...
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VIDEO: Five principles to find the right investment manager
28 Aug 2018
At the recent Allan Gray Investment Summit, Rory Maguire the MD of our UK business identified five important principles to follow when selecting a unit trust fund. Below is a video of Rory at the conference explaining these principles.
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