Coronation is an active manager with a single long-term valuation-driven investment philosophy according to which all products are managed. Our portfolios are constructed from the bottom up and based on extensive proprietary research.
Our investment team conducts research across the local South African market, emerging markets, global markets and frontier markets. This research provides the departure point for constructing portfolios with differing mandates, investment universes and risk tolerance. Our portfolios are often concentrated, reflecting our best investment views.
We believe our philosophy and research process is robust and enduring, yet flexible. In periods of unprecedented macro volatility, it has prospered – the acid test of any bottom up, stock-picking investment process. We believe our long-term record of consistent alpha generation is testament to the rigour of our investment philosophy and process. This is demonstrated with reference to the performance of our South African specialist equity strategy (the Coronation Houseview Equity Strategy):
* Growth of R100m investment in the Coronation Houseview Equity Strategy as at end December 2022
The defining feature of our investment philosophy are our long term horizon and commitment to valuation.Watch Video
As stewards of our clients' capital our role is to ensure that the companies in which we invest deliver on their environmental, social and governance responsibilities.Watch Video