How This Fund Manager Finds ‘Diamonds in the Dust’

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Episode
121 of 218
Længde
34M
Sprog
Engelsk
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Kategori
Økonomi & Business

Don’t meet with management, ignore narratives and avoid highly rated businesses—taken together that sounds like a recipe for fund failure. But for Sean Peche, founder and portfolio manager at Ranmore Fund Management Ltd., it’s how he’s consistently outperformed benchmark indices. His Ranmore Global Equity Fund outperformed the MSCI World Index in 2022 and 2023. He joins Merryn this week to talk about his strategy and his market outlook.

(Earlier podcast summary incorrectly identified the fund as a hedge fund. It is a long only fund.)

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