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
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
Rating report now available for Nedgroup Investments Global Property Feeder
28 Aug 2017 Associated local fund ratings
28 Aug 2017 Associated local fund ratings
New fund rated: Nedgroup Investments Global Property Fund
21 Aug 2017 Associated offshore fund ratings
21 Aug 2017 Associated offshore fund ratings
Review of the Allan Gray Australia Funds
15 Aug 2017
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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Associated offshore fund ratings
Orbis Global Balanced upgraded to Tier 2
3 Aug 2017
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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Associated offshore fund ratings
22 Sep 2017 Associated offshore fund ratings