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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Review of the Allan Gray Australia Funds
15 Aug 2017

We recently reviewed the Allan Gray Australia Equity and Stable funds and retained their Tier 2 rating allocations. The investment team has been undergoing ongoing change since the tragic passing of Allan Gray Australia founder and CIO, Simon Marais, in 2015. Three senior investment professionals h...

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Orbis Global Balanced upgraded to Tier 2
3 Aug 2017

We first did a due diligence on the Orbis Global Balanced Fund in 2015 and allocated a Tier 3 rating to the fund. While we rate the Orbis business, their equity investment process and the Orbis investment team highly, we had several concerns with this specific offering at that time. Firstly, the pr...

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Coronation Global Equity Select Fund Rating Change
5 Jul 2017

We carried out our annual review of the Coronation range of funds over two days in June, where we spent time with 11 of their investment team. The outcome of the review is that we maintained the current ratings on all the funds except one. The Coronation Global Equity Select fund was rat...

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Change in ratings : SIM Inflation Plus and SIM Active Income
5 Jul 2017

As previously communicated, Philip Liebenberg, the head of SIM’s Absolute Return team and the Portfolio Manager of the SIM Inflation Plus and SIM Active Income Funds, has resigned and will be joining ABAX. We viewed this as a material change to the funds and spent time with members of th...

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