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
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
Fund Manager Updates
27 Nov 2018
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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Associated local fund ratings
Associated offshore fund ratings
Coronation / Investec Team Change
2 Nov 2018
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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Associated local fund ratings
Associated offshore fund ratings
JP du Plessis resigns from Prescient
12 Oct 2018
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
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
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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Associated local fund ratings
15 Jan 2019 Associated local fund ratings