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

REZCO adds analysts to their investment team
24 Jul 2014
Rezco have increased the size of their investment team by recruiting three junior analysts in late 2013.  Our view was that the business needed to broaden the investment team, and we see this as a positive step.  However, the analysts are not very experienced and need time to settle into t...
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Stanlib Property Income Fund - Experienced analyst leaves team
24 Jul 2014
Ndabe Mkhize, one of the experienced analysts, has left the Stanlib Property team to take up a role as deputy CIO at the Eskom pension fund.  His departure leaves a team of four including Chloe Ma, an inexperienced analyst who only joined the team in January 2014.    The team man...
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SIM Global Best Ideas Fund on our watch list
24 Jul 2014
When we initially rated this fund (Tier 3) it was performing well and the rating was an outlier in the minds of many clients.  Subsequently it has experienced very poor performance which has resulted in SIM repositioning the fund by restricting exposure to emerging markets (an inherent bias in ...
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Nedgroup Investments Global Equity - Veritas business update
24 Jul 2014
Veritas manage the Nedgroup Global Equity Fund, a Tier 1 rated fund.  Veritas has concluded a deal whereby they sell 65% of the business to AMG, a NYSE listed asset management business which invests in diversified investment boutiques.  This has been done to better provide for succession a...
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Foord business update
24 Jul 2014
The Foord International Trust has changed its offshore (USD based) benchmark to be a flat 10% per annum.  This is a unique benchmark in that it is not market linked (its previous benchmark was MSCI World).  We have tested this over a 35 year horizon, and the 10% target appears to be fair a...
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