Sean Peche
Manager of The Ranmore Global Equity Fund. He honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008.
Top 3 podcasts with Sean Peche
Ranked by the Snipd community
16 snips
Apr 13, 2025 • 43min
Value Investing in a Changing World with Sean Peche of The Ranmore Global Equity Fund
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!
8 snips
May 14, 2025 • 1h 2min
97: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution
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.
May 2, 2023 • 50min
The Value Perspective with Sean Peche
Join Sean Peche, founder and portfolio manager at Ranmore Fund Management, as he shares his compelling insights into the world of value investing. He discusses the critical balance between narrative and numbers, emphasizing facts over popular narratives in investment decisions. Sean also highlights his journey from South Africa to the UK, the art of writing for LinkedIn, and the common pitfalls investors face regarding diversification. Dive into the evolving landscape of active versus passive investing and what it truly means to be a value manager today.
