The memory semiconductor sector is back in the spotlight — and Andrew Lapping’s latest comments capture exactly why investors should stay alert. Coverage for Andrew Lapping from Ranmore Fund Management in CNBC highlights his view that, despite the AI‑fuelled surge in demand for high‑bandwidth memory, the industry’s historic boom‑and‑bust pattern hasn’t disappeared. This article explores the sharp rally in Samsung, SK Hynix, Micron and others, the belief that AI could reshape

Hidden gems aren’t always easy to spot — especially in a crowded fund universe. This new Interactive Investor analysis highlights eight under‑the‑radar funds that many investors may be overlooking, despite strong long‑term characteristics and differentiated strategies. We are continuing to see organic press coverage generated from both of Sean Peche’s recent podcast appearances with Interactive Investor and Investors’ Chronicle, and it’s great to see his insights contributi

How are AI‑era technology companies balancing rewards between employees and shareholders? As innovation accelerates and competition for talent intensifies, compensation strategies are shifting — and not always in ways investors expect. This article offers a sharp look at how tech firms are navigating equity, incentives and long‑term value creation in a rapidly evolving landscape. A timely read for anyone following the intersection of AI, corporate governance and market perf

Great to see local sport thriving. Surbiton is set to host the England Hockey Finals this June, bringing top‑level competition and a real boost to the community. As supporters of grassroots and high‑performance sport, Ranmore Fund Management, always value initiatives that strengthen participation and inspire the next generation. A positive moment for the region — and for UK hockey. Read more here: Surbiton to host England Hockey Finals Additional coverage: Hockey World News:.

“Sean Peche, portfolio manager at Ranmore Fund Management, was quoted in Investing.com “Not even Trump knows what he’s going to do. We’re not trying to guess what everybody else is going to do or trade around headlines, anything can happen. The way to survive these crises is to be diversified and take a longer-term view, because you can’t decide to be long-term and then leave when things get hot in the kitchen," Sean Peche, portfolio manager at Ranmore Fund Management, said.

Helpmore has just launched a new Trust Index spotlighting small, high‑impact charities across South Africa , a move designed to help donors feel confident that their contributions are reaching transparent, accountable organisations. The initiative shines a light on grassroots groups doing vital work in their communities and invites the public to recommend charities they know and trust. It’s an inspiring step toward strengthening visibility, credibility, and support for the ma

Ranmore Global Equity manager explains why he’s ditching the US and highlights three UK value stocks worth considering. Read more here: ‘Buy and hold doesn’t work any more’: Sean Peche of Ranmore - Investors' Chronicle

In investing, we often treat volatility as the enemy — but this article makes a compelling case that the real risk is our belief that we can predict it. Markets will always move in unexpected ways, yet the illusion of certainty can lead to far more damaging decisions than volatility itself. A sharp reminder of why humility, discipline, and process matter more than forecasts. Well worth a read for anyone navigating today’s markets or guiding clients through uncertainty. The M

Value investing often feels out of favour in a market obsessed with momentum and short‑term narratives. That’s why I found this piece particularly refreshing. Ranmore’s Sean Peche uses a simple but powerful analogy — “buying garden furniture in winter” — to explain why patience, discipline, and valuation still matter in today’s environment. For anyone interested in long‑term fundamentals, market cycles, or the psychology of investing, this is a thought‑provoking read worth y

Autor: Funds Society, Madrid Los inversores globales abandonan el enfoque ESG tradicional y apuestan por la resiliencia y la seguridad económica El oro y los activos reales recuperan protagonismo como refugio ante la volatilidad financiera España se consolida como un mercado dinámico donde las gestoras boutique pueden prosperar El Group of Boutique Asset Managers (GBAM), red internacional de altos ejecutivos de firmas boutique de gestión de activos, ha identificado un cambio