Note: This video is for educational and informational purposes only and does not constitute investment advice in any way.
Thank you to everyone who joined us for the Expert-in-Conversation session, The Future is Uncertain, with Sean Peche!
Sean is the Portfolio Manager and Founder of the Ranmore Global Equity Fund, which has consistently been one of the leading global equity funds available to investors since 2008, beating peers and the benchmark across the board. Even more remarkably, Sean is a dedicated value investor and has not relied on the “Magnificent Seven” or other tech stocks to power his outperformance. Any investor will benefit from listening to someone with Sean’s experience and insights.
Sean’s investment career began in South Africa in 1997 when he joined Old Mutual Asset Management as an equity analyst. In 1999, he joined Decillion Capital as a founding member and co-managed the successful BigRock Fund, a South African-based hedge fund. He relocated to London in 2001 with Decillion Fund Management to co-manage a US/European hedge fund. In 2003, he joined London-based Orbis Investment Advisory before leaving in 2008 to establish Ranmore Fund Management Ltd.
The running order is below. Enjoy!
0:00 | South Africa to London
5:03 | Launching Ranmore
5:55 | Absolute Returns Style
9:44 | Decillion to Orbis
12:31 | Breaking Down the Price
14:55 | A 2008 Launch
24:26 | No Private Jets
28:08 | Shongololo
30:37 | Allocation Limit
34:10 | 25% in China vs. 72% in US
35:30 | Passive Bubble
42:00 | Macro at Ranmore?
46:05 | Has the Investment Process Changed?
48:45 | Managing Business Growth
54:09 | Why Those Names?
1:00:55 | There Shouldn’t be a China Discount
Upcoming Sessions - all in UKT:
Weds 14 Oct 2026 1:00pm | EiC | Andrew Hollingworth, PM Holland Advisors Global Equity
Fri 23 Oct 2026 11:00am | EiC| William Lough, PM Otus Capital Global Small Caps
Fri 6 Nov 2026 2:00pm | Books | Brett Gardner, Author Buffett’s Early Investments
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If you have any queries or comments, please do not hesitate to reach out bryan@breakingwaters.com.
