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

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
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New Fund Rating: Prescient Absolute Balanced Fund
17 Apr 2019
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New Fund Rating: Discovery Cautious Balanced Fund
17 Apr 2019
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Investec Worldwide Flexible Fund rated Tier 3
19 Mar 2019
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New funds rated: Investec High Income and Investec Gilt
6 Mar 2019
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Nedgroup Investments Global Cautious Fund placed under review
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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Fund Manager Updates
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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Coronation Fixed Income Team Changes
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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