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
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
Changes to the Allan Gray portfolio management team
1 Jul 2020
1 Jul 2020
Allan Gray has notified us that there will be a number of senior level team changes taking place over the next few months. These are significant changes and we will be expediting our due diligence review to address the changes and evaluate the ratings we have across the affected funds.
The ...
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Associated local fund ratings
Laurium Appointed Manager of Nedgroup Growth Fund
23 Jun 2020
23 Jun 2020
Earlier this month Nedgroup Investments released a notification regarding the appointment of Laurium Capital as the investment manager of the Nedgroup Investments Growth Fund. This follows their notification in March 2020 regarding the closure of the incumbent investment manager’s business in ...
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Associated local fund ratings
Changes to Prescient Global Positive Return Feeder
23 Jun 2020
23 Jun 2020
Prescient Investment Management have informed us that they are in the process of making changes to their feeder fund range.
On the 29th of February 2020 the Prescient Global Balanced Feeder Fund was launched. This is a Rand based feeder fund for the Prescient Global Balanced Fund, a USD denominated...
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Rating changes to Ninety One Diversified Income, Cautious Managed and Equity
12 May 2020
12 May 2020
We concluded on Ninety One's full range of funds last week. The fund manager, manco and platform officially rebranded to Ninety One from Investec Asset Management at the end of March, the final step in its demerger from the bank. The business listed separately in Johannesburg and London on the 16th ...
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Associated local fund ratings
Associated offshore fund ratings
Fairtree Flexible Income Plus & BCI Income downgraded to Tier 3
24 Apr 2020
24 Apr 2020
We have resolved to downgrade the Fairtree Flexible Income Plus and BCI Income Plus funds to Tier 3. Our primary concern is around the execution of this process in the narrow and illiquid SA-credit market. Their risk management process is quantitatively driven where diversification is the primary ri...
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Associated local fund ratings
31 Jul 2020