How Ranmore stays among world’s top funds - and delivered 38% in past year

Loading player...
Every day, Ranmore Fund Management’s founder and chief investment officer Sean Peche uses what he learned during many years at the proverbial knee of SA’s greatest money manager, the late Dr Simon Marais. Those lessons include applying a tried and tested process of uncovering value - and working hard to avoid sectoral disasters. The result has been Ranmore’s consistent outperformance over the past decade and a half, catapulting its fund into the world’s top 1% performers. 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. Peche spoke to BizNews editor Alec Hogg.
11 Dec 2023 5AM English South Africa Investing · Business News

Other recent episodes

BNC#9 | Viljoen Q&A: The investment advice most fund managers won't give you

Piet Viljoen doesn't read the news, doesn't watch the Fed, and thinks most of what the investment industry sells you is jargon designed to make simple things sound complicated. In his Q&A at BNC#9, he went after executive pay, looked at private equity's real return profile, explained why he avoids…
9 Sep 10AM 32 min

Sam Montsi: Keep “crazy” people out of power!

In this interview with Chris Steyn, business icon and author Sam Montsi, gives his take on revelations at the Madlanga Commission of Inquiry, as well as the worldwide impact of US President Donald Trump’s actions. On political and police capture by crime cartels, he says: “It's frightening what has happened…
9 Sep 5AM 17 min