from Sentio Capital chose Old Mutual

● “I’m going with Old Mutual. It is quite a large company and they were impacted quite significantly from the hard lockdowns but subsequently we’ve seen a rebound in consumer activity — the reopening of the economy. They’ve also made significant provisions for the Covid mortality deaths and I think if that comes in as expected in terms of their modelling assumptions you could see quite a significant release of those provisions as well as the rebound in economic activity, and they could make the earnings number that they did in 2019 two years out from now.”