How we invest
We are an active investment manager with a long-term, valuation-driven approach.
We conduct global research to find investments that offer good value, then stay patient while that value plays out over a complete market cycle.
The Coronation DNA
We have used one investment philosophy since 1993 and consistently applied it to all strategies. In practice this means:
Research first
We form our own view by going deep on individual business fundamentals.
Valuation discipline
We invest when the price makes sense in the long run, not when something is popular.
High conviction
We focus on our best ideas and size them carefully.
Long-term ownership
We give investments time to deliver — and act when the facts change.
What active, long-term investing means for you
Markets move around, sometimes by a lot, and the fast news cycle can make it tempting to react. We don't just copy what the market does. Instead, we carefully select individual businesses we believe in, and we stay disciplined on your behalf throughout the entire market cycle.
When you invest with Coronation, you can expect:
- Independent thinking, not trend-chasing: Your portfolio is shaped by our own research and conviction, not by what is popular or what everyone else is investing in.
- Active stock picking (bottom-up): We start by analysing individual businesses to find the best opportunities, rather than predicting economic trends or simply holding a pre-set basket that mirrors the market.
- Clear discipline, not emotion: We know when to buy and when to sell based on fair value, so panic and hope do not drive our decisions.
- Conviction and diversification: We back our best ideas meaningfully, but we deliberately diversify your portfolio so no single investment can derail the outcome.
- Time to deliver: We give investments time to work and only act when the facts genuinely change.
We manage risk by diversifying on purpose and sizing positions carefully, so no single decision has to carry the outcome.
Stewardship
Active ownership is part of how we invest
Long-term investing only works if the companies you own are well-run. When we invest, we engage with those companies and vote on key decisions with the aim of protecting and growing long-term value for clients.
Explore our funds
Coronation manages strategies across all major asset classes and regions globally, guided by a single investment philosophy and process.
Meet the managers behind your fund
We have one of the most stable and experienced investment teams in South Africa.
How we build long-term performance
We have cultivated a culture that supports our goal of excellent performance over meaningful periods.