Manager Research

We provide detailed institutional-quality global investment manager research and fund ratings. Based in the UK and South Africa,
all members of our manager research team have over ten years of investment experience.

Marlborough Special Situations awarded Tier 2 rating

22 Jul 2019

This fund is led by a manager highly experienced in small-cap investing, and has achieved sustained alpha over a lengthy track record. We were not able to award it our top rating though due to the lack of empirical evidence that the surrounding team adds value. We also question whether an adequate amount of research can possibly be carried out on such a diversified portfolio (circa 200 stocks). 

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