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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Research Comments

Templeton Global Balanced Fund
23 Mar 2023
We have recently completed our review of the Templeton Global Balanced fund. We have retained the Tier 3 rating on the fund. We have three primary concerns with the fund. Firstly, the fund has recently seen a change in managers in the equity sleeve, with both the lead and backup portfolio manag...
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A Paradigm Shift in Offshore Investing
9 Mar 2023
2022 was a challenging year for the asset management industry for several reasons. Globally, higher levels of inflation, a crisis in Ukraine and a tightening of the regulatory noose in China all contributed to one of the worst years on record for equities, bonds, and most other risk assets. In addit...
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SIM Inflation Plus Fund
1 Mar 2023
Sanlam Investment Management (SIM) recently announced that Nersan Naidoo, the CEO of Sanlam Investments has resigned. As a result of Nersan’s resignation, Carl Roothman, the current CEO of the Sanlam Investment Group - which comprises Sanlam Investments, Sanlam Specialised Finance, Sanlam Inve...
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Perpetua SCI Equity Fund Reviewed
20 Feb 2023
We have recently concluded our review of the Perpetua SCI Equity Fund. During 2021, we downgraded the fund to Tier 2 and we have spent time during this review assessing whether our concerns with the fund are still relevant. Ultimately, we continue to believe that a Tier 2 rating for the fund is appr...
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Tax dispute between Coronation and SARS
14 Feb 2023
There have been several headlines in the media following the recent SENS announcement from Coronation regarding their ongoing tax dispute with SARS relating to their international fund management business. This note explains the nature of this tax dispute and the potential impact on Coronation&rsquo...
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Fund Research Update
3 Feb 2023
In this note, we cover fund research updates that pertain to the downgrade of the Laurium Flexible Prescient Fund to Tier 3, benchmark changes for the Ninety One Equity and Value funds, a leadership change at Foord and a portfolio manager change for the Allan Gray Bond Fund.   Laurium Flexibl...
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Sarasin IE Multi Asset Dynamic Fund (USD)
20 Jan 2023
We have recently concluded our review of the Sarasin IE Multi Asset Dynamic Fund and retained our Tier 3 rating.     Sarasin is a well-managed business with relatively high levels of employee ownership, although there are some elements of the business structure where we have subtle conce...
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Sands Capital Global Growth & BCI Sands Capital Global Feeder Rated Tier 1
2 Dec 2022
We recently concluded our review of the Sands Capital Global Growth Fund (& BCI Feeder equivalent), which we have rated Tier 1. This rating marks the culmination of a fund search process which began in early 2022 where we identified the need to expand the range of options available for investors...
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Camissa Global Equity Funds Reviewed
5 Jul 2022
We recently completed our reviews of the Camissa Global Equity and Islamic Global Equity funds and have rated both funds Tier 3.   Camissa is a long-standing independent asset management business with a fund range spanning from local multi-asset to global equity. We have and continue to rate t...
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Orbis Global Equity Fund Reviewed
31 May 2022
We recently concluded our review of the Orbis Global Equity fund and have decided to retain our Tier 2 rating. Orbis is a long-standing fund manager with many strong attributes in place which support long term active fund management according to their contrarian investment approach. In 2016, we ev...
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