Manager Research

We provide detailed institutional-quality global investment manager research and fund ratings. We have a highly experienced
manager research team based in the UK and South Africa.

  Latest Manager Research Updates

Fundhouse Opinion: Budget 2021
3 Mar 2021
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Key retirements at Dodge & Cox
22 Jan 2021
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Departure of Jupiter ESG manager: could this be a new trend?
21 Jan 2021
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A new conflict of interest within ASI MyFolio
20 Jan 2021
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The decline of value
4 Dec 2020
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To view all the updates click here.

Explaining Manager Research

We offer three rating categories, in descending order of confidence: Tier 1, Tier 2 and Tier 3.

Click here to understand our ratings process.

We rate each fund researched based on our three Rating levels:

This is our top rating. We are satisfied that this offering is managed according to a well-considered process, applied consistently and supported by the business and we believe is likely to add value over time.
This is a good fund or strategy, however we have some minor concerns which may be people, process or business related. In our view odds of adding value remain positive, but not significantly.
This is a negatively rated strategy. We have one or more fundamental concerns about aspects of this fund and believe there are better alternatives. We also believe the odds of this strategy adding value are low.