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We have a single philosophy of long-term investing. We take high-conviction views that result in consistent superior long-term performance. All our funds are managed with a common commitment to a disciplined investment philosophy and we conduct our own research where we value businesses on a long-term outlook. This is what we call the Coronation DNA.
We employ a common-sense, valuation-driven process to investing in the equity market. This identifies mispriced assets trading at discounts or premiums to their long-term business values. These business values are determined using a longer-term outlook and assumptions which ignore 'noise' and other influences that we consider temporary in nature.
As bottom-up investors we do not make investment decisions based on our view of how the economic environment will perform over the short term. We endeavour to understand the macro environment in which our companies operate solely for the purpose of interpreting how 'normal' a company's current operating performance is.
Within the fixed interest arena we take an active approach, with all investment decisions driven by proprietary research across the full spectrum of potential return enhancers.
For us it's all about delivering performance that meets our clients' investment needs.
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