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
Fund Manager Updates
6 Aug 2018
6 Aug 2018
Abax:
Dylan Oelofse, who has been an integral part of the Abax fixed income team since 2015, has resigned. The team is responsible for managing the Nedgroup Flexible Income fund and for the fixed income portion of the Nedgroup Opportunity fund. His departure leaves a gap from a skillset and breadth...
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Property Fund Benchmark Changes
27 Jul 2018
27 Jul 2018
The JSE launched several new property indices in October last year in an effort to address discontent amongst stakeholders in the sector. The listed property market has grown substantially over the last 15 years and the market has become much more liquid, property counters have specialised (think St...
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Simon Raubenheimer resigns from Allan Gray
17 Jul 2018
17 Jul 2018
Allan Gray have notified us that Simon Raubenheimer has resigned from the business. Simon is one of the portfolio managers of the equity and balanced portfolios at Allan Gray. He joined the business at the start of 2002 after completing his degree and was appointed as a portfolio manager in mid 2008...
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Shareholder Changes at Prescient
17 Jul 2018
17 Jul 2018
Prescient recently announced that Sithega Holdings has signed binding term sheets to buy a controlling stake in the business. Stellar Capital Partners, which currently owns 48.82% of Prescient Holdings, have been negotiating the deal with Sithega and the transaction will result in a dilution of Stel...
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Dodge & Cox Global Stock Fund Fee Change
17 Jul 2018
17 Jul 2018
Dodge & Cox have announced in their June 2018 quarterly update that they will be reducing the fee cap on the Global Stock Fund. This change does not relate to the fee charged for the fund, this stays at 0.60%, it rather refers to the practice of subsidising any additional fund costs above a cert...
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Associated offshore fund ratings
20 Aug 2018 Associated offshore fund ratings