Missing bullets, value focus lifts in-form Ranmore into top 1% of global fund managers

London-based South African money manager Sean Peche is flying right now, with a value-based approach elevating his Randmore Funds into the top one percentile according to performance monitoring company Morningside. Peche has shared some of the love with the BizNews tribe – recommending two stocks that shot the lights out since being including in our model portfolios. In-form Peche explains to BizNews’s Alec Hogg how his process of seeking value and ignoring fashion helped him dodge performance-killing bullets – and a warning that the next shoe to drop could be a downrating of shares in top-quality multinational companies. Learn more about your ad choices. Visit megaphone.fm/adchoices