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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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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Ninety One Global Multi-Asset Income Fund Upgraded to Tier 2
4 Feb 2021
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Portfolio Manager Changes at Allan Gray
4 Feb 2021
Allan Gray informed the market last week that Ruan Stander, multi-counsel[1] portfolio manager on the Allan Gray Equity and Balanced funds, and sole portfolio manager on the Allan Gray Optimal fund, will be leaving the business at the end of February. Ruan joined Allan Gray as an analyst in 200...
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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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