If someone came to you tomorrow with R100m to invest in just one company, which would it be? Microsoft. CEO Satya Nadella has done extremely well to reposition the business to become a leader in the cloud services market. Which talent would you most like to have? Speed reading. There never seems to be enough time to get through the mountain of books I’d like to read. What was your first job? I was an engineer in training in Siemens’s telecommunications division. At the time, I had no idea I’d later change to investment management as a career. If you could turn back time, what would you change in your life? I would like to have travelled more, as I believe it is the best way to expand one’s horizons and understanding of the world. Perhaps I would also have bought Naspers shares when the company’s stock price fell below R15 during the dot-com bubble. What’s the best investment you’ve made? Investing in Phuthuma Nathi shares in 2006. The value of these shares has gone up nine-fold in j...

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