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

Rating report now available for Nedgroup Investments Core Global Feeder
15 Jun 2017
Associated local fund ratings
New fund rated: Nedgroup Investments Core Global Fund
6 Jun 2017
Associated offshore fund ratings
New fund rated: Perpetua MET Equity
5 Jun 2017
Associated local fund ratings
Allan Gray Australia - investment team update
1 Jun 2017
Allan Gray Australia announced on 31 May 2017 that two senior members of their investment team will be leaving the firm - Dan Abeshouse and Anna Lopatnikova.  They will be replaced by new analysts, James (Yi Chan) Lee and Gitendra Pradhananga.  Allan Gray Australia have always shown 4...
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Foord update: Dane Schrauwen to take early retirement
31 May 2017
Dane Schrauwen, one of Foord’s senior portfolio managers in their South African team, has decided to take early retirement and will leave with immediate effect.  Dane was currently five months into a six month sabbatical, but has made the call not to return.  Foord run a multi-counci...
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Significant changes to Prudential's process for offshore assets
31 May 2017
Prudential have announced sweeping changes to the way they will approach the investment process for international assets.  The demand for direct offshore investment continues to grow and Prudential have taken steps to improve their offshore offering and the way they implement offshore in their lo...
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New fund rated: M&G Recovery Fund
30 May 2017
Associated offshore fund ratings
Rating report now available for Stanlib Global Bond Feeder
18 May 2017
Associated local fund ratings
Update on Philip Liebenberg leaving SIM
15 May 2017
Further to our comment on Philip Liebenberg leaving SIM, we got confirmation this morning that he will be joining Abax Investments in August. Philip worked with Abax portfolio manager Omri Thomas before, when Omri was Chief Investment Officer at SIM. Philip will be joining the multi-asset team at A...
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New fund rated: Laurium Equity Prescient
12 May 2017
Associated local fund ratings