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
Rating report now available for Stanlib Global Bond Feeder
18 May 2017 Associated local fund ratings
18 May 2017 Associated local fund ratings
Update on Philip Liebenberg leaving SIM
15 May 2017
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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Associated local fund ratings
Portfolio Manager Changes at Investec
11 May 2017
11 May 2017
Investec Asset Management announced several structural and team changes to their funds effective 1 May. Rhynhardt Roodt, who co-managed the SA Equity & Multi-Asset team with Chris Freund, has been promoted to co-manager of Investec’s 4Factor global equities team in London.
As a res...
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Associated local fund ratings
Associated offshore fund ratings
SIM Active Income and SIM Inflation Plus ratings placed under review
8 May 2017
8 May 2017
We received confirmation from Sanlam Investment Management (“SIM”) last Friday morning that Philip Liebenberg, portfolio manager of the SIM Active Income and SIM Inflation Plus funds, has resigned. In addition to his role as portfolio manager of the two funds, Philip also served as the h...
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Associated local fund ratings
Kagiso Equity Alpha rating updated to Tier 1
3 May 2017
3 May 2017
We recently upgraded the Kagiso Equity Alpha fund from a Tier 2 to a Tier 1. Over the past three years, there have been positive developments within the Kagiso business specifically relating to the investment team. A number of the key individuals in the team (outside of the CIO) have now...
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Associated local fund ratings
New fund rated: Obsidian Sanlam Collective Investments Balanced Fund
18 Apr 2017
18 Apr 2017
Obsidian is an unusual manager in the SA market in that they believe ‘top down’ macro-economic driven investment views are a primary driver of returns. They are able to put forward substantial evidence that this is the case, however this is a complex skill to evaluate and has taken...
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Associated local fund ratings
31 May 2017