Merryn on Money spotlights Saffer money manager Sean Peche - the value investor beating the odds
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In this engaging interview, Ranmore Fund Manager Sean Peche shares candid insights with Bloomberg's Merryn Somerset Webb, challenging the traditional investment narrative. Peche discusses his approach to evaluating stocks without meeting management, the pitfalls of chasing tech stories like Nvidia, and why he believes in relying on hard numbers over compelling CEO stories. He highlights Ryanair's resilient performance, Petrobras' dividend power, and the risks of paying too much for future growth. With a focus on value investing, Peche emphasizes the importance of avoiding hype and sticking to fundamentals in an unpredictable market.
