Coronation Fund Managers vs Quilter Plc: Pairs Trade Opportunity?

Research Notes For 09 to 13 June > https://www.unum.capital/post/r0913june

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UPDATE:

Since publication of both views

• Quilter Plc has gained +83% (over 18 months) - scroll down for the original chart

• Coronation Fund Managers has gained +29% (over 16 months) - scroll down for the original chart

• The gap in outperformance has created a potential opportunity for a pair, long CML, short QLT.

• Quilter Plc (QLT) - Updated Chart

• Coronation Fund Managers (CML)  - Updated Chart

• Ratio: CML vs QLT

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The original charts (time-stamped) are shown below:

Quilter Plc (QLT)

Coronation Fund Managers (CML)

Lester Davids

Senior Investment Analyst: Unum Capital