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Venture into the world of professional investing with Amika Gordhan, investment specialist at Coronation Fund Managers, as she pulls back the curtain on what makes this 30-year-old South African investment powerhouse tick. 

Amika reveals Coronation's distinctive philosophy centered on two core principles: an uncompromisingly long-term perspective and disciplined valuation-driven approach. Unlike managers fixated on quick wins, Coronation evaluates investments over five-year horizons or longer, allowing them to see beyond temporary market noise and focus on intrinsic business value. With remarkable frankness, Amika explains how the price paid for assets today determines future returns—the foundation of their investment strategy.

We explore how Coronation's team of 52 investment professionals conducts hands-on research, meeting with company management and competitors rather than relying on external analysts. This proprietary approach gives them unique insights into both traditional South African companies and multinational businesses listed on the JSE. Amika shares fascinating examples of their portfolio construction, including how they balance exposure between domestic operations and international powerhouses like Naspers, Anheuser-Busch, and Richemont.

The conversation demystifies complex concepts like bond investments, building block funds versus flagship funds, and the crucial importance of diversification in managing investment risk. You'll gain valuable perspective on how professional fund managers remove emotion from investing decisions while maintaining the discipline to sell when assets reach fair value—even when it might be tempting to hold longer.

Whether you're an experienced investor or just beginning your financial journey, this episode offers rare insights into the methodical, research-driven approach that has made Coronation one of South Africa's most respected fund managers. Subscribe now and gain the knowledge to evaluate your own investment choices with greater confidence!

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