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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Denker Team and Business Changes
18 Mar 2021
Denker Capital recently announced some changes to its investment team. Ricco Friedrich, executive director, founder and portfolio manager on the Denker Global Equity Fund has left the business and relocated to Switzerland. During the third quarter of 2020, Ricco took over portfolio management respo...
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Ballot on Allan Gray Orbis Global Fund of Funds
18 Mar 2021
Allan Gray recently issued a ballot to investors seeking to change the Allan Gray Orbis Global Fund of Funds from a fund of funds structure to a feeder fund. The fund currently allocates to a range of Orbis funds, including Orbis Global Balanced (75%), Global Equity (12%), Optimal (9.5%) and Emergin...
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Nedgroup Investments Private Wealth Small & Mid-Cap Equity Fund to be merged into the Nedgroup Investments Entrepreneur Fund
10 Mar 2021
Investors in the Nedgroup Investments Entrepreneur Fund (Entrepreneur) would have recently received ballot letters seeking approval of the proposed merger between the Nedgroup Investments Private Wealth Small & Mid-Cap Equity Fund and the Entrepreneur Fund. Should the ballot be successful, Entre...
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Laurium Equity Prescient Fund merges with the Nedgroup Investments SA Equity Fund
10 Mar 2021
As we previously noted, the Laurium Equity Prescient Fund has now merged with the newly launched Nedgroup Investments SA Equity Fund. The ballot process has been successful and the Laurium fund has now been fully integrated into the Nedgroup SA Equity Fund. The fund will be managed by Laurium&rsquo...
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Old Mutual Investments Business and Team Changes
10 Mar 2021
Over the course of the past two months Old Mutual has announced a number of changes within both the business and team structure of Old Mutual Investments. These changes are the culmination of a rationalization process that was started when Khaya Gobodo joined the business in 2018. We outline the key...
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Portfolio Manager Changes at ABAX
18 Feb 2021
ABAX have informed the market that Rashaad Tayob, portfolio manager of the Nedgroup Investments Flexible Income Fund, will be leaving the business. Rashaad joined ABAX as a portfolio manager in 2012 and has been a key member of their fixed income and multi-asset teams since then. Prior to ABAX, Rash...
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Prescient Team Changes
12 Feb 2021
Prescient have recently announced a number of changes to their investment team.  While the changes appear to be material, in reality there is little to no change in the investment management of portfolios. All key individuals remain with the same portfolio management responsibilities as before....
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Portfolio Manager Changes at Coronation
12 Feb 2021
Adrian Zetler has resigned from Coronation. His most recent role was as a multi-counsel[1] portfolio manager on the Coronation Equity and Coronation Balanced Plus funds. The multi-counsel investment approach allows for the development of portfolio managers as part of a decision making team, and also...
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Prudential team changes
12 Feb 2021
Prudential recently announced some key changes to its investment team. The changes made include the following:   Simon Kendall will be stepping back as a portfolio manager on the Prudential SA Equity Fund to focus on the resources sector. He has experience in this area as he manages a numbe...
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Fee changes For Coronation Funds
12 Feb 2021
Coronation have announced changes to the fees charged on the platform class for three of their local funds. These will take effect from 1 April 2021.   The first two changes relate to their low risk multi-asset funds. The changes are summarised in the table below.   Fund Name Ol...
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