We analyse Leigh Köhler, head of research at Glacier by Sanlam. If someone came to you tomorrow with R100m to invest in just one company, which would it be? Aspen Pharmaceuticals. As one of the top 10 largest generic drug producers in the world, Aspen is well-positioned to provide for a growing population — especially in developing markets. Aspen buys companies aligned to its strategic focus and aims to own the entire value chain. It has a focus on four niche therapeutic products that are all high margin. Which talent would you most like to possess? I’d like to be able to balance priorities better. I definitely think balancing — between family, work, studies and spirituality — is a talent. What was your first job? As a teenager I worked in the men’s underwear department at Woolworths. It wasn’t the most exciting role, but I learnt the value of client service and also attention to detail. What’s your biggest regret? Not taking time off between studying and starting work to travel and...
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