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
Allan Gray Fund Review
16 Sep 2020
16 Sep 2020
Allan Gray announced a series of changes to the investment team in July 2020 which can be reviewed here. While changes to any investment team are expected over time, we need to ensure we evaluate the implications of the changes, to what extent the organisation has adequately prepared for these chang...
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Associated local fund ratings
Counterpoint Asset Management acquires Bridge Fund Managers
26 Aug 2020
26 Aug 2020
On the 18th of August 2020 Counterpoint Asset Management (Counterpoint) and Bridge Fund Managers (Bridge) released a joint statement indicating that Counterpoint will be acquiring Bridge with an expected effective date of 1 September 2020. This follows the merger of Counterpoint and RECM earlier in ...
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Associated local fund ratings
Associated offshore fund ratings
African Rainbow Capital to buy 25% stake in Sanlam Investments
26 Aug 2020
26 Aug 2020
Sanlam and African Rainbow Capital (ARC) recently announced that they have agreed on the terms of a deal that would see ARC purchase a 25% stake in Sanlam Investment Holdings (SIH), the insurer's asset management division. Sanlam will retain a controlling 75% stake in the unit. The agreement is...
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Associated local fund ratings
Nedgroup Investments Growth Fund Update
31 Jul 2020
31 Jul 2020
We have released 2 updates over the past few months regarding the change in best of breed manager for the Nedgroup Investments Growth Fund from Electus to Laurium Capital. These can be found here and here.
We can now provide an additional update following further clarification we have received from...
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Associated local fund ratings
Foord announces deputy-CIO's retirement
31 Jul 2020
31 Jul 2020
Foord announced that deputy-CIO, Daryll Owen, will retire from the business in 2021.
Daryll joined Foord in 2013 after retiring from his position as CIO of Nedgroup’s (ex-BoE) Private Clients business. The intention of his employment with Foord was to leverage off his experience to cr...
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Associated local fund ratings
Prudential Investment Team Update
8 Jul 2020
8 Jul 2020
Prudential have had several changes to senior members of the equity team over the last two years. Long standing equity portfolio manager Craig Butters started a three-year sabbatical in March 2019. Rehana Khan, who was Head of Equity Research and a strong analyst and mentor to the next generation of...
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Associated local fund ratings
Denker Capital fund range reviewed
3 Jul 2020
3 Jul 2020
We recently concluded our rating review on Denker Capital’s full range of funds. This included both the review of existing funds under coverage and the rating of 2 new multi-asset funds.
We have made several changes to the ratings across funds, as per the table below:
F...
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Associated local fund ratings
Associated offshore fund ratings
7 Dec 2020