MI­CROSOFT

Finweek English Edition - - INVESTMENT -

Robert Enslin, a port­fo­lio man­ager at Eff icient Se­lect, says that his f irm be­lieves Mi­crosoft is a more com­pelling in­vest­ment than Ap­ple. He re­cently told clients: “His­tory has proven that shifts in the tech­nol­ogy arena can hap­pen ex­tremely fast and we are wit­ness­ing the f irst signs of ex­ec­u­tives tran­si­tion­ing back from Ap­ple to Mi­crosoft. We are of the opin­ion that the over­all up­side po­ten­tial now lies with Mi­crosoft while the risk lies with Ap­ple Inc. As a re­sult, the time has come to sell our Ap­ple shares and re­place them with own­er­ship in Mi­crosoft.”

* Fin­week is a Me­dia24 publi­ca­tion, which is a sub­sidiary of Naspers.

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