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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Change to Rezco Value Trend mandate
12 Oct 2016
Investors in the Rezco Value Trend fund would have received a ballot letter from the manager on the 11th of October to approve a change in the mandate. The fund was launched in 2004, and since that time has been managed in compliance with the prudential rules outlined in Regulation 28 of the Pensio...
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Changes to the Coronation Fixed Income team
23 Sep 2016
Nishan Maharaj will be the new head of the Coronation Fixed Income team effective as of 1 November 2016. Nishan takes over from Mark Le Roux who is stepping into an exclusively investment focussed role from that date onwards. Nishan has been with Coronation since 2012. For the past 4 years he has b...
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Prudential appoints a successor to Marc Beckenstrater
7 Jul 2016
Prudential have reconsidered their approach to managing the succession of their outgoing CIO, Marc Beckenstrater.  In May 2016 they announced that Marc would be heading to the UK to help establish a global investment capability within parent company M&G, which would directly service the loc...
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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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