ANALYSE THIS: Old Mutual’s Pieter Hundersmarck
We analyse Pieter Hundersmarck, manager of Old Mutual Titan Global Equity Fund at Old Mutual Investment Group
If someone came to you tomorrow with R100m to invest in just one company, which would it be? Whatever the amount, it’s crucial to know whether the person is interested in investing over the long term. If so, my choice would be a company that is financially strong enough to weather the vagaries of the global economy. It should have prospects that allow it to grow revenue and earnings ahead of the market and a price that provides a margin of safety when taking a long-term view. Today, it would be Heineken NV. If you could turn back time, what would you change in your life? The lucky few get to find their passion early in life, so I would have liked to start investing sooner. I also would have spent more time learning languages: language is a key barrier to truly understanding another culture, in my view. What’s the best investment you’ve made? I put myself through my final years of university and finished my master’s degree with the help of a scholarship and a bank loan. Investing in ...
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