Boardroom Talk: Rallies may be suckers, so best to stick with Peche if you prefer peaceful sleeping

Have been doing quite a bit of reflection about the investments this week.

After interviewing London-based Sean Peche – whose Ranmore Fund now ranks in the top 1% of its peer group – I was ready to sell anything that looks even vaguely like a growth stock. Sean makes a compelling argument that the time for value investing is here and has only just begun. And who can resist buying a big brand like ABN Amro for 50c in the Euro?

A few hours later, another South African investment fundi who relocated abroad got me thinking differently. Anthony Ginsberg, who lives in Los Angeles, has built a splendid ETF business under the GinsGlobal brand. He's convinced tech stocks are heavily oversold, and these fast growing businesses are now rated too low relative to stodgy alternatives.

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