ANALYSE THIS: 27four’s Claire Rentzke
We analyse Claire Rentzke, chief investment officer at 27four
If someone came to you tomorrow with R100m to invest in just one company, which would it be?
As a multimanager the thought of picking a single stock goes against every diversification bone in my body. If it had to be an SA stock then it would be Woolies. It’s made a few strategic errors but it’s not going anywhere and the business is solid. If it has to be a global stock then Alphabet. It continues to generate heaps of cash and reinvent itself.