01
Elevate
An adviser portal built to enhance our partners' practices.
Diverse strategies. One trusted manager.
Corion Capital is a multi-strategy investment firm helping investors, advisers and institutions achieve better outcomes through disciplined diversification.
Multi-strategy investing since 2001
Why partner with Corion
Six pillars of substance.
Substance that you can audit. Service that you can feel.
01
Depth of team
16 investment professionals with more than 225 combined years of industry experience.
02
Investment performance
An award-winning track record spanning more than two decades.
03
Robust systems
Our tailored database, custom analytics and portals. Built and maintained since 2006.
04
International capability
A Guernsey USD-denominated fund and global manager research through partners such as bfinance.
05
Consistent process
A consistent philosophy and a repeatable strategic and tactical asset-allocation framework.
06
Reporting & engagement
Leading reporting packs, monthly commentary and videos. Keeping partners engaged and informed.
Ethos
Driven by simplicity, agility
and engagement.
We exist to simplify the world of investing, developing agile solutions and keeping our partners genuinely engaged and informed about their money.
Two decades in the making.
Milestones on Corion's journey.
- 2001
Corion is founded
The firm opens its doors as a multi-strategy manager, launching its first fund-of-hedge-fund.
- 2006
Infostore is built
The development of Corion's proprietary data, analytics and reporting platform.
- 2015
Long-only range grows
The launch of the business's long-only range broadens the firm's investment offering.
- 2017
The Corion Report
One of the most widely read publications among financial advisers.
- 2019
DFM platform expands
The launch of local and global passive model portfolios added to our client offering.
- 2021
Life licence range
Endowment-wrapped portfolios are added via a leading life platform.
- 2026
Launch of DFM Portal
The launch of a new CIS model portfolio range strengthens the firm's DFM offering.
Since 2017
The Corion Report
One of the most widely read publications among local financial advisers, decoding markets, performance and positioning.
Since 2022
WhatsApp groups
Market insights delivered straight to your phone, the moment they matter — bringing our thinking to where our partners already are.
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The people
Owner-managed. Deeply experienced.
A team of 16 investment professionals with more than 225 years of collective investment experience.
Garreth Montano
Chief Executive Officer
Garreth joined Corion in 2012 and is the firm's Chief Executive Officer. He is responsible for leading the business, driving Corion's strategic direction, and ensuring the firm continues to deliver investment solutions that meet the evolving needs of its clients. Garreth began his career as a Private Client Portfolio Manager before moving into investment banking with Investec. There, he gained extensive local and international experience in equity derivatives and risk management before co-founding AG Capital.
David Bacher
Chief Investment Officer
David joined Corion in November 2008 and is the firm's Chief Investment Officer. He leads Corion's investment strategy and research process, overseeing portfolio construction, asset allocation, and investment manager selection. Prior to joining Corion, David was the founding Director of Caveo Fund Solutions, a specialist fund of hedge funds investment company. Before that, he served as a Research Manager and Portfolio Manager at Investment Solutions, South Africa's largest multi-manager.
Anastasia Mahona
Chief Data Engineer
Anastasia joined Corion in September 2016 and is a Director of the business, leading the Data and Reporting team. She is responsible for overseeing the firm's reporting capabilities, data management, and portfolio analytics, ensuring clients receive accurate, insightful, and timely investment information. Prior to joining Corion, Anastasia spent three years at RisCura, where she progressed to become Team Leader of the Data & Portfolio Analytics team, building extensive expertise in investment reporting and portfolio analytics.
Simon Du Plooy
Chief Portfolio Engineer
Simon joined Corion in November 2009 and is the Head of Asset Allocation and Portfolio Engineering. He is responsible for leading Corion's strategic and tactical asset allocation process, portfolio construction, and the ongoing development of the firm's portfolio engineering capabilities. Before joining Corion, Simon spent two years as a Risk Analyst at ABSA before moving to the Central Risk and Compliance team at RMB, where he gained extensive experience in investment risk management and portfolio oversight.
The people
Qualified Portfolio Engineers
A team of 16 investment professionals with more than 225 years of collective investment experience.
| Investment professional | Qualification |
|---|---|
| David Bacher | BCom, PDM, CFA |
| Garreth Montano | BCom, PDFP |
| Simon du Plooy | PhD (Fin Maths), CFA |
| Anastasia Mahona | BCom (Hons) |
| Anthony Hall | BCom, CA(SA), CFA |
| Eric Mtshweni | BCom (Hons) |
| Bennie Crous | BCom, CA(SA), CFA |
| Dean de Sousa | BSc (Hons), FASSA |
| Rael Colley | CAIA, BSc (Hons) |
| Hlengiwe Sokhela | BCom (Masters) |
| Puleng Kgosimore | BA Admin |
| Asemahle Zide | Dip Adv Bus. Admin |
| Nofika Chenge | Dip Adv Bus. Admin |
| Nicole Keenan | BA (Hons), PDFP |
| Sanelisiwe Dyasopu | BCom |
| Total |
FUNDS
Comprehensive Fund Range
From Low Risk to High Risk and Everything in Between
Click on Fund
Annualised return vs benchmark
Fund
Benchmark
Guided by enduring principles.
Every investment strategy we design is guided by our investment philosophy.
- 01
Long-term investing wins.
Investors are rewarded for taking measured risk over time. Strategic asset allocation forms the foundation of every portfolio, complemented by selective tactical opportunities.
- 02
Agility creates opportunity.
Markets change quickly. Our investment approach is designed to respond efficiently, allowing portfolios to adapt while remaining aligned with their long-term objectives.
- 03
Market cycles create value.
Markets move in cycles. By focusing on valuations and fundamental drivers, we seek to identify opportunities when assets are attractively priced.
- 04
Diversification drives resilience.
We build portfolios with multiple sources of return across asset classes, regions, investment styles and strategies to improve long-term outcomes and manage risk.
- 05
Cost
matters.Every investment decision considers whether the expected return or risk reduction justifies the cost, helping ensure portfolios remain as efficient as possible.
Manager Research
A quantitatively driven, repeatable process every manager travels.
Quant screening
High-level quantitative screen across the universe.
Intro meeting
First engagement, surveys, client and market intel.
Detailed screening
Deep analysis and the proprietary ART score.
Due diligence
Follow-up meetings and full due-diligence documentation.
Watch & bench lists
Candidates tracked against the bench before selection.
IC decision
Buy list confirmed by the investment committee.
Portfolio Engineering
We design portfolios with purpose and precision, optimising the client's needs with the most compelling investment opportunities.
Global opportunities
- Countries
- Regions
- Asset classes
- Sectors
- Managers
Client needs
- Objectives
- Risk profile
- Requirements
Engineered
Tailored portfolio solution
Corion DFM · Discretionary Fund Management
Discretionary Fund Management
Delivered with agility.
A discretionary fund management partner for financial advisers — open architecture, proprietary systems and a documented, repeatable process, engineered around your practice and clients.
SimplicityAgilityEngagement
The platform · open architecture
One platform. Every vehicle.
A genuinely open architecture spanning passive and active, local and global, traditional and alternatives.
Passive · Local
Domestic Passive Models
Cost-efficient ETF model portfolios across the SA risk profiles.
Passive · Global
Global Passive Models
USD-denominated ETF allocations with tactical regional tilts.
Active/Passive Blend
CIS Model Portfolios
Active and passive blends across the full ASISA risk spectrum.
Long Only
Corion Long-Only Funds
Income, Stable, Growth and Equity collective investment schemes.
Life Licence
Life Licence Range
Endowment-wrapped portfolios delivered via a leading life platform.
Alternatives
Retail Hedge Funds
Absolute, Multi-Strategy and Prosperitas fund-of-fund CIS.
Systems & technology
Proprietary Systems.
Built and maintained since 2006, a unique proprietary data, analytics and reporting platform. Powering effective decision making.
02
Corion Spice
Portfolio analytics, attribution and what-if scenario modelling.
03
Report Automation
Branded report and presentation automation at scale.
04
Risk Dashboard
Daily risk, liquidity and mandate-compliance monitoring.
Let's engineer your practice's edge.
Reporting
Reporting you can act on.
Clear, branded and timely — reporting that keeps advisers and clients genuinely informed.
01
Branded client packs
White-labelled quarterly and monthly reporting packs, produced automatically and consistently.
02
Performance & attribution
Transparent return, risk and attribution reporting down to the underlying holding.
03
Position Insights
Deep insights into positions and exposures across every portfolio.
04
Adviser portal
On-demand access to portfolios, documents and analytics through the Elevate portal.
05
Commentary & insights
Monthly market commentary and The Corion Report, ready to share with your clients.
06
Custom reporting
Bespoke report formats and data feeds tailored to your practice and clients.
Get in touch
Speak to the team.
Client services
Cape Town Office
7 Bree Street, Touchstone House, Cape Town, South Africa
Johannesburg Office
45A Seventh Avenue, Parktown North, Johannesburg, South Africa
Call
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How to invest
Let Corion look after your money.
Whether you're a financial institution, pension fund or adviser, partnering with Corion is simple. Speak to the team or download the relevant forms for the fund range.
Legal information
Disclaimer and important regulatory information.
Review Corion Capital's regulatory status, general disclaimer, collective investment scheme disclosures and statutory information.
Policies and Procedures
Policies and procedures.
Corion is committed to the highest standards of governance, transparency and regulatory compliance. Our policies and procedures are designed to protect our clients' interests, ensure we meet our regulatory obligations, and provide confidence that we conduct our business with integrity and accountability.
View the current approved documents below. PDF files open in a new tab.