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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Changes to the Stanlib Franchises
1 Jul 2016
The evolution of the Stanlib investment capability has taken a further step with changes to the Multi-Asset and Equity franchises. Clients may recall the difficult period Stanlib went through in 2008-2010 which resulted in a restructured investment process in line with what is in place today. At tha...
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Changes to the Coronation Global Emerging Markets (GEM) team
1 Jul 2016
Three equity analysts, Pieter Hundersmarck, Kyle Wales, and David Cook, have resigned from the Coronation Global Emerging Market (GEM) team effective 31 July 2016. This is a setback for the business as they increasingly focus efforts on building a globally competitive investment capability. Outside...
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Truffle team expands
1 Jul 2016
Truffle have appointed two new members to their investment team, Saul Miller and Sophie Marie van Garderen. Both are experienced in the asset management industry, with both having worked previously at RMB and Argon Asset Management. The majority of the Truffle investment team have RMB backgrounds, a...
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New Fund Rated: Schroder Global Recovery
1 Jul 2016
Associated offshore fund ratings
Team changes at 36One
25 May 2016
One of 36One's long standing investment analysts, Jean Pierre Verster, has resigned with immediate effect citing a lack of equity in the business as the prime reason.  It appears that his desire to build his own personal brand through regular media appearances caused disagreements in the busine...
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Prudential and Prescient facing changes over the coming year
6 May 2016
Prudential Prudential announced yesterday that Marc Beckenstrater, their Chief Investment Officer (CIO), will be leaving in early 2017 to join M&G Investments in London (Prudential’s parent company and majority shareholder).  Despite the strength of the broader Prudential investment ...
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New fund Rated: Nedgroup Investments Global Cautious Fund
20 Apr 2016
Click on the links provided to view the rating reports for the Nedgroup Global Cautious fund and the Nedgroup Global Cautious Feeder Fund.
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New Fund Rated: Dodge & Cox Global Stock
24 Mar 2016
Associated offshore fund ratings
Update to the Investec Global Strategic Managed Fund rating
9 Feb 2016
We have recently completed a full review of this fund, having first covered it in early 2013.  While the basic elements of the fund remain the same, the team and process have evolved and we now have better visibility of what they are trying to achieve, and how they go about it.  The fund r...
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New Fund Rated: SIM Inflation Plus
4 Feb 2016
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