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
Marriott Team Update
2 Oct 2017
2 Oct 2017
Marriott have initiated several team changes since the tragic passing of their CEO, Simon Pearse earlier in the year.
Neil Nothard, formerly the Chief Operating Officer has taken over the reigns as CEO (he has been acting CEO since Simon’s passing), and Duggan Matthews’ title has been r...
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Associated local fund ratings
Associated offshore fund ratings
New rating for Bridge Managed Growth Fund
26 Sep 2017
26 Sep 2017
We have recently covered the domestic range of Bridge funds (Managed Growth, Stable Growth and Equity Income Growth). Their process is quite unique in the local market and they have been very active putting forward a strong message on how their 'Payers and Growers' process is suitable for inve...
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Associated local fund ratings
Foord International Fund and Foord Flexible Fund of Funds update: Ratings changed to Tier 2
18 Sep 2017
18 Sep 2017
We have recently changed the rating on the Foord Flexible Fund of Funds and Foord International Fund (offshore and Feeder versions) from Tier 1 to Tier 2. Since the inception of our coverage of Foord in 2013 we have been observing how they have been building the team to support and ultimately ...
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Associated local fund ratings
Associated offshore fund ratings
17 Oct 2017 Associated local fund ratings