We analyse Sylvester Kobo, fixed income portfolio manager at Stanlib. If someone came to you tomorrow with R100m to invest in just one company, which would it be? It would definitely be MTN. The company is quite undervalued at the moment after regulators and the market punished it for its housekeeping issues in Nigeria. In my view, it’s still a solid business that will offer good returns for its shareholders in time. Which talent would you most like to have? Time travelling into the future — it would certainly make my job a lot easier. What was your first job? I worked as a bookseller at Exclusive Books in the evenings and on weekends during my university days. It was such a great job for someone who loves reading, and it paid for my studies. What’s your biggest regret? I don’t have any, for most regrets over time tend to become great life lessons. What was your worst investment mistake? Not cutting my losses and getting out of African Bank while I still could. What’s the best inves...
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