Sean Peche

Sean Peche, fund manager of Ranmore Global Equity, explains his value-driven stock selection and why he avoids meeting CEOs. He argues against buy-and-hold forever, prefers rotation when valuations change, and shares where he finds overlooked opportunities across the US, Europe and Asia. Short takes include Qualcomm, Alphabet, Greggs, Diageo and EasyJet.

Sean Peche, manager of The Ranmore Global Equity Fund, brings a wealth of experience to the discussion, having honed his skills at Orbis. He unveils the shifting tides of global capital, emphasizing a notable pivot away from US assets. Sean shares insights on why he’s prioritized the UK market and likens emerging markets to developed ones. His unique approach to evaluating companies—favoring performance over management chatter—offers a fresh perspective on value investing. Expect a master class in navigating today's market dynamics!

Sean Peche, Founder and Fund Manager at Ranmore Funds, shares his innovative insights on fund management and marketing. With 28 years of experience, he emphasizes the importance of dedicating time to distribution and authentic engagement. Peche discusses his unique hiring strategies that prioritize culture over skills and highlights 'charitable marketing' as a tool for growth. He also reveals how a shift from fund manager to business founder can drive success, advocating for honesty and humility as competitive advantages in the investment industry.