We analyse Duncan Theron, CEO of GraySwan Investments. If someone came to you tomorrow with R100m to invest in just one company, which would it be? Emerging market equities continue to offer value for investors who are prepared to be selective, have a high risk appetite and a long-term investment horizon. I would invest the assets in a low-cost global emerging market equity fund with a responsible and sustainable investment overlay. By screening out poorly governed emerging market shares and investing in well-governed shares, investors can expect a 2%-3%/year outperformance of the markets over the long term. Which talent would you most like to have? I wish I were more tech savvy. What was your first job? I was an accountant in the treasury division of Standard Corporate & Merchant Bank. What was your worst investment mistake? Brainware. I bought it at listing in 1998 during the tech bubble. It went all the way up to R6 and then dropped to 1c and delisted. I learnt a painful lesson f...
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