ARI JACOBSON: Nice guy in charge? Then it’s a buy
It’s one way to assess a company — if the CEO has the right personal qualities, they’ll reflect on the balance sheet
25 May 2023 - 08:00
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You can feel the energy of Hendrik du Toit as he arrives at the restaurant. It is an unusual dinner because the Ninety One CEO and I are friends. However, this meeting is an interview for IM.
My aim is to show that an investor can pick a share based on the values of the CEO. Forget the mounds of information. It is an emotional intelligence diagnosis. Du Toit is the guinea pig...
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