ANALYSE THIS: Umthombo Wealth’s Sekgabo Molelekoa
We analyse Sekgabo Molelekoa, portfolio manager at Umthombo Wealth
If someone came to you tomorrow with R100m to invest in just one company, which would it be?
I would want some peace of mind and stability for the investment period. It is a global company in a defensive industry, taking care of its debt, still paying decent dividends and generating cash.