Investment masterclass (and a must-read book) from “second level thinker” Sean Peche

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Ranmore Funds founder Sean Peche is cementing his position among the top-performing 1% of global equity funds by disciplining himself to what guru Howard Marks called “second-level thinking”. In this masterclass on investing that self-helpers will appreciate at all levels of expertise, Peche shares the rational approach which has enabled him to outperform no matter what the investment trend of the moment. Hint: study the companies you want to co-own instead of being part of the crowd that attempts to guess big trends (and fails at least 50% of the time). He also points us towards some juicy out-of-fashion investment opportunities that Peche is confident will reward the patient. - Alec Hogg
28 Sep 2023 7AM English South Africa Investing · Business News

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