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
The Passive Dilemma
27 Oct 2015
27 Oct 2015
We have rated a number of passive funds within the local market and all of the fund managers suffer the same dilemma. Its one which originates from how our industry is structured and how fund buyers make their decisions. Each one of the main passive players is owned and controlled by an ...
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Associated local fund ratings
New Funds Rated: Truffle General Equity and Truffle Balanced
20 Oct 2015 Associated local fund ratings
20 Oct 2015 Associated local fund ratings
Coronation change their global fee structure
7 Sep 2015
7 Sep 2015
Coronation make significant changes to the fees on their core fund range : Offshore funds
Following on from our previous note on the local fee changes announced by Coronation, we now look at the changes to the offshore funds affected and provide our opinion on the impact on clients. All the fees qu...
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Associated local fund ratings
Associated offshore fund ratings
SIM Unconstrained Capital Partners and SIM Global merge and rebrand
27 Aug 2015
27 Aug 2015
SIM Unconstrained Capital Partners was a stand-alone boutique within Sanlam Investments. The boutique was started in April 2004 by two senior SIM portfolio managers, Claude van Cuyck and Ricco Friedrich. Staff were collectively material minority shareholders in the business, with Sanlam Invest...
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Associated local fund ratings
Associated offshore fund ratings
Franklin Templeton Emerging Markets Fund rating change
21 Aug 2015
21 Aug 2015
Our UK team recently carried out a review of the Franklin Templeton Emerging Markets fund and the rating was changed from a Tier 2 to a Tier 3. The fund has underperformed over most cycles and at first it would appear that the rationale for the poor rating is down to poor performance. Ho...
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Associated offshore fund ratings
2 Nov 2015 Associated local fund ratings