BNC#6: Sean Peche Q&A – Value, buybacks, China, AI and the risks facing passive investors
During his Q&A session at BNC#6 in Hermanus, Sean Peche emphasised the importance of investing in growing businesses without overpaying.
During his Q&A session at BNC#6 in Hermanus, Sean Peche emphasised the importance of investing in growing businesses without overpaying.
In his keynote speech at BNC#6 in Hermanus, Ranmore’s Sean Peche discussed the significance of AI in various industries
Last year, the Ranmore Equity Fund, run by London-based South African money manager Sean Peche, ranked top of the 3 100 global equity funds tracked by Morningstar.
Now comes the best possible kind of recognition from SA peer Piet Viljoen, who is entrusting his firm’s $27m global value fund to Peche’s management.
Ranmore funds founder Sean Peche shares a financial insider’s perspective of the massive scams that hit this week
Ranmore Funds founder Sean Peche is cementing his position among the top-performing 1% of global equity funds by disciplining himself to what guru Howard Marks called “second-level thinking”.
Ranmore’s founder, a veteran money manager attacks consensus thinking arguing that inflation has not yet been crushed.
There’s been plenty of good news in the past month for the BizNews model share portfolios, boosted by the surge for Nvidia.
Sean Peche explains the fall of the Rand, compares SA’s govt. to the executive of a company and tells us why to invest in Japan’s corporates.
Ranmore’s Sean Peche takes an analytic knife to the quarterly financial results from Apple – questioning Wall Street’s herd instinct.