We analyse Philipp Wörz, equity analyst and co-fund manager: PSG Global Equity and PSG Global Flexible Subfunds. If someone came to you tomorrow with R100m to invest in just one company, which would it be? Berkshire Hathaway — having all your eggs in one basket is not an advisable strategy as in an uncertain and changing world it may go sour. On the other hand, Berkshire Hathaway, as a diversified and adaptable investment holding company, is a fortress in certain and especially in uncertain times, and will likely continue to compound shareholder value well ahead of the market over time. Which talent would you most like to possess? Being able to “ride” a bike like [street trials pro] Danny Macaskill. What was your first job? I was a call centre manager when I was 20. What was the worst investment mistake you have made? Buying into the story even though the facts all indicated otherwise. What’s the best investment you’ve ever made? Naspers in 2007. If you found a lottery ticket tomorr...

Subscribe now to unlock this article.

Support BusinessLIVE’s award-winning journalism for R129 per month (digital access only).

There’s never been a more important time to support independent journalism in SA. Our subscription packages now offer an ad-free experience for readers.

Cancel anytime.

Would you like to comment on this article?
Sign up (it's quick and free) or sign in now.

Speech Bubbles

Please read our Comment Policy before commenting.