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

Nedgroup Investments Core Income Fund rated Tier 1
17 May 2018
Associated local fund ratings
Role changes and resignations at Prescient
15 May 2018
In late February of this year, Prescient announced changes to their leadership. Firstly, long standing CEO Herman Steyn, who co-founded the business along with Guy Toms in 1998, has stepped down. He has been replaced by Cheree Dyers. Cheree has been with Prescient for the last 12 years, most recentl...
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Update on the Atlantic Income Funds
11 May 2018
Ashburton Investments bought Atlantic Asset Management in January 2016.  Since then, the funds have continued to be managed under the Atlantic brand using BCI as the management company.  As part of the final phase of Atlantic’s integration into Ashburton, the three Atlantic funds are...
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Nedgroup Investments Opportunity Fund Update
10 May 2018
We recently spent some time with the portfolio manager of the Nedgroup Investments Opportunity fund, Omri Thomas, and the rest of ABAX’s multi-asset team, including Rashaad Tayob and Matthew de Wet, for a research update. The fund had some 7.5% exposure to Steinhoff in December (through bonds ...
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New fund rated: PineBridge Global Focus Equity Fund
8 May 2018
Associated offshore fund ratings
Cadiz sold to Warwick
3 May 2018
Stellar Capital Partners (Stellar) announced the sale of its stake in Cadiz to Warwick yesterday. Stellar currently owns 90% of Cadiz, which it acquired from various parties between 2015 and 2016. The remaining 10% of the business is held by staff. The deal will be Warwick’s first foray into t...
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New fund rated: Clearance Capital Camino Fund
3 May 2018
Associated offshore fund ratings
Nedgroup Core Fund Offshore Allocation Changes
26 Apr 2018
The recent change to Regulation 28 to increase the offshore ex-Africa allocation by 5% to a total of 30% has resulted in Nedgroup Investments changing the asset allocation of their passive multi-asset range of funds.   The magnitude of these changes has been determined by the Nedgroup Core te...
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New fund rated: Mazi Capital Prime Equity Fund
5 Apr 2018
Associated local fund ratings
New fund rated: SIM Top Choice Equity Fund
26 Mar 2018
Associated local fund ratings