• 57: Rewind | Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative Can Vibe Together

  • Aug 14 2024
  • Length: 1 hr and 4 mins
  • Podcast

57: Rewind | Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative Can Vibe Together

  • Summary

  • Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks.

    Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm.

    In this episode, Sean and Stacy unpack:

    • His Backstory – how a volatile market led him to put his boutique-building dream on hold
    • His inspiring comeback story
    • The secrets behind Sean's unique marketing playbook for differentiation.
    • The philosophy that drives Sean's investing approach: 'numbers not narrative.'
    • The sweet spot where numbers and narratives intersect, especially for startups.

    …And so much more. Grab your notebook and get ready for a masterclass on differentiation, branding, and building a boutique.

    About Sean Peche:

    Sean holds a Bachelor of Business Science (Honours) and a Post Graduate Diploma in Accounting from the University of Cape Town and is a CFA® charterholder. Sean has more than 25 years of investment experience in global financial markets.

    After qualifying as a Chartered Accountant in 1996, Sean spent two years at Old Mutual Asset Management (South Africa) as an equity analyst. In 1999, he joined Decillion Capital as one of its founding members and co-managed the successful BigRock Fund, a South African based hedge fund. In 2001, he relocated to London with Decillion Fund Management and co-managed a US/European hedge Fund. In 2003, he joined London based Orbis Investment Advisory as an equity analyst, before leaving in 2008 to establish Ranmore Fund Management Ltd.

    Resources mentioned in this episode:

    Books: The JSE Handbook, The Zulu Principle by Jim Slater, The Magic of Thinking Big by David J. Schwartz, Blue Mind by Wallace J. Nichols

    Songs: Kelly Clarkson - Stronger (What Doesn't Kill You), Kelly Clarkson - The Sun Will Rise


    - - -
    Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

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