BULL’S EYE
JEREMY THOMAS: Dart-throwing monkey has gone, but some shares really are worth holding forever
Allan Gray’s Stephen Mildenhall picked stocks in 2003 that are still performing well today
02 October 2019 - 22:35
By every account Stephen Mildenhall was a model asset manager, the sort of guy who literally “lived the business”.
At a schmooze lunch in the early 2000s, a marketing suit at Allan Gray chuckled about Mildenhall being a mild savant: at the slightest pretext over cocktails or dinner he’d be on about shares, investing in shares, finding long-term value in shares, always shares. ..
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