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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Key Retirements at Dodge & Cox
4 Feb 2021
Dodge & Cox recently announced some key personnel retirements. Charles Pohl, CIO as well as chairman of the firm and fund board, will end his career in June 2022. CEO Dana Emery will take over his chairman roles, but Pohl will remain a part of the US equity committee until he leaves. Bryan Camer...
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Update on RECM Fund Range Post-Counterpoint Merger
4 Feb 2021
Counterpoint Asset Management and RECM merged in early 2020 and have been operating under the Counterpoint brand since then. We wrote about the change here. Following a 'settling down' period for the newly combined entity there have been a number of changes made to the funds offered by the grou...
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Laurium Equity Prescient Fund to merge with Nedgroup SA Equity Fund
7 Dec 2020
Laurium announced that the Laurium Equity Prescient fund will merge with the newly launched Nedgroup Investments SA Equity Fund. They have received confirmation to move ahead with the balloting process to get approval from investors. The balloting letters will be distributed to investors on the 7th ...
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Laurium Capital to buy Tantalum Capital
7 Dec 2020
Laurium recently announced that they will be buying 100% of Tantalum Capital. The businesses have signed a memorandum of understanding while they are finalising the share sale agreement. The transaction is fully supported by the current shareholders of Tantalum, including management, senior members ...
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Allan Gray Fund Review
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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Counterpoint Asset Management acquires Bridge Fund Managers
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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African Rainbow Capital to buy 25% stake in Sanlam Investments
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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New Fund Rated: Sesfikile BCI Global Property Fund
26 Aug 2020
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Nedgroup Investments Growth Fund Update
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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Foord announces deputy-CIO's retirement
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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