ANALYSE THIS: Imara’s Craig Bandason
We analyse Imara portfolio manager Craig Bandason
If someone came to you tomorrow with R100m to invest in just one company, which would it be? Safaricom. Which talent would you most like to have? The art of storytelling. I believe that stories connect people. I’m an African, and a lot of our history is oral history, passed on from elder to elder. There are so many African stories I grew up hearing that I just don’t tell as well as my grandmother did. I wish I could, and possibly even write them down, because they aren’t available in bookshops. I think we would all enjoy them if they were shared with a wider audience. What was your first job? My first job was working in the back office of a broker in Zimbabwe. In order to become a research analyst, you had to start by working in the scrip department. You had physical share certificates back then, you had to fill them in and capture the information into a computer. What’s the best investment you’ve ever made? Equity Bank, Kenya. They are one of the most thoughtful management teams I ...
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