Coronation
Coronation Global Equity Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Coronation for every strategy.
What it bought and sold
We used the share price declines to build and add to positions.
We used the share price declines to build and add to positions.
Post quarter-end, we exited the position, notwithstanding a very favourable outlook for the company: the price one pays matters, and today's very high starting valuation already reflects that favourable outlook, in our view.