ANALYSE THIS: Cratos Wealth's Ron Klipin
You can’t give the game away, or you might end up in a short squeeze or long drop
We analyse Ron Klipin, portfolio manager of Cratos Wealth. If someone came to you tomorrow with R100m to invest in just one company, which would it be? AdvTech — it’s a shining example of the private education model. This is because of the various brands in junior schools and the strength of the tertiary colleges, which are larger, in terms of students enrolled in accredited degrees, than any SA public university except Unisa. These colleges are likely to become fully fledged private universities in due course. Which talent would you most like to possess? In a world of huge flows of information, the ability to disregard misinformation quickly, sorting the wheat from the chaff, enabling me to make faster, more informed decisions. Sometimes attempting to read all the analysts’ reports that come across my desk is like trying to drink water from a fire hose. What was your first job? I worked at a stockbroking firm in Johannesburg. This was soon followed by a stint in London, where I exp...
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