Sean Peche: Founder and Lead Portfolio Manager of Ranmore Fund Management
In this episode of the W1M Why Invest? podcast, Luke Hyde-Smith is joined by Sean Peche, Founder and Lead Portfolio Manager of Ranmore Fund Management.
Sean discusses the principles behind his global value investing approach, explaining how the team seeks out overlooked opportunities around the world rather than following market trends or popular narratives.
The conversation explores the behavioural biases that can influence investment decisions and why Sean remains focused on valuation, discipline and downside protection. He also shares lessons from building Ranmore during the financial crisis, his views on AI-related stocks and the importance of focusing on "numbers, not narratives" when making investment decisions.
If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.
Key takeaways
- Value can often be found where others are not looking. A flexible global approach allows investors to seek opportunities in markets and companies that have fallen out of favour.
- Investment success depends as much on discipline as stock selection. Managing risk, controlling emotions and being willing to admit mistakes are critical to long-term returns.
- Price matters. Even great businesses can be poor investments if purchased at the wrong valuation, which is why Sean focuses on fundamentals and cash flows rather than market narratives
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The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.
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