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

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
New funds rated: Ashburton Balanced and Glacier Global Stock Feeder Fund
16 Mar 2018
We have recently covered a full rating review of the local Ashburton funds which is in addition to the global funds where we initiated coverage in 2013. Unfortunately all funds covered, across asset classes, local and offshore, have resulted in Tier 3 ratings where we have various concerns across th...
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Citadel to buy 30% stake in Electus Fund Managers
9 Mar 2018
Electus recently announced that Citadel Wealth Management will be buying a 30% stake in the business. Electus has also been selected to manage long only and hedge fund assets for clients on behalf of Citadel. In our view this is a positive development from a business sustainability perspective for ...
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