Coronation
Coronation Global Managed Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 9 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
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.