If someone came to you tomorrow with R100m to invest in just one company, which would it be? It would be a listed investment company in Kenya called Centum. It holds a portfolio of investments that gives you broad access to the real economy of Kenya and is currently trading at half of its NAV. What was your first job? A brand girl for Sandton City, which entailed dressing up in a fancy Jenni Button suit and handing out leaflets to customers. If you could fix one thing in SA today, what would it be? I would give every South African an equal footing when it came to quality education. Further to that, I would make sure enough jobs were created or enough support given to SMEs to employ these educated young people. What’s the best investment you’ve ever made? A cement company in China many years ago. It was eventually bought out by a much larger cement company as the market consolidated. And the worst? Buying property at the top of the market and selling out of Capitec shares to fund the...

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