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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Rezco Value Trend Update
10 Mar 2017
As the Rezco Value Trend fund lagged in performance against peers and its benchmark in 2016, many investors have come to question the fund manager’s ability to add value to their portfolios. As part of our ongoing fund review process we have recently spent time with Rezco to understand how the...
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Grindrod shareholder and name change
19 Jan 2017
Grindrod Asset Management (GAM) recently revealed several changes to their business in an attempt to separate the asset management business from the logistics and transport business. The idea is to allow the asset management business the opportunity to grow and develop into its own. The business wil...
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Change in mandate of the Orbis SICAV Asia Ex-Japan Equity fund
5 Jan 2017
The mandate on the Orbis SICAV Asia Ex-Japan Equity fund was broadened on the 1st of November 2016 to allow the fund to invest in the broader emerging markets universe, after only having focussed on the emerging Asia ex-Japan region previously. Due to the change, the fund name has been amended to O...
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Sesfikile Capital Minority Equity Partner Announced
10 Jan 2017
In September 2016 Sesfikile Capital announced that they had completed the sale of a 25% minority equity stake in their business to Royal Investment Managers (Royal). Royal was formed in the first quarter of 2016 in a joint venture between Royal Bafokeng Holdings and RMI Investment Managers. It was e...
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Update on the exit of the CEO of Old Mutual Investment Group
19 Dec 2016
In October 2016, Old Mutual SA (OMSA) and Old Mutual Investment Group (OMIG) announced that Diane Radley, Chief Executive Officer of OMIG had resigned. She lead the investment business for the past six years.  OMIG reported that Radley had decided to leave so that she could spend more time with...
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Change to Fixed Income team at Sanlam Investment Management (SIM)
15 Dec 2016
SIM has a new head of fixed interest investments, Mokgatla Madisa, after the business and Chris Hamman, who had previously been at the helm since April 2010, parted ways at the end of October. Mokgatla joins SIM from Argon Asset Management where he has been fixed interest head for the last five year...
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New Fund Rating: Stanlib Global Equity
15 Dec 2016
Stanlib Global Equity Fund and Stanlib Global Equity Feeder Fund
Associated local fund ratings Associated offshore fund ratings
New Fund Rating: PineBridge Global Dynamic Asset Allocation
7 Dec 2016
Associated offshore fund ratings
New Fund Rating: Nedgroup Investments Growth Fund (Electus)
28 Oct 2016
Associated local fund ratings
PSG Flexible Fund: Rating change from Tier 1 to Tier 2
25 Oct 2016
We have recently concluded a rating review of this fund and have changed the rating from Tier 1 to Tier 2.  To date the fund had been managed by Jan Mouton for almost 12 years, and has delivered on all of its objectives over this time. Over the past 12 months PSG have been looking to phase in n...
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