We at Fortuna, recently facilitated an in‑depth conversation between Andrew Lapping and Jules Rimmer at MarketWatch, part of the Dow Jones/Wall Street Journal family. Andrew discussed the principles behind Ranmore’s disciplined investment approach and the factors contributing to its impressive long‑term results. You can read the full MarketWatch article here: This global equity fund boasts a 150% five-year return for investors, despite holding few U.S. stocks - MarketWatch Also here: This...

Corporate excess is back in the spotlight — and this piece by Sean Peche, Portfolio Manager, is a sharp reminder of just how far some US CEOs have drifted from any sense of restraint. In “The Greed of US CEOs Is Astonishing,” Peche breaks down the widening gap between executive pay and real‑world performance, exposing how boardrooms justify eye‑watering compensation even when companies are “reviewing strategic options” or struggling to deliver value for shareholders. It’s a thought‑provoking...

Executive pay in the US continues to raise serious questions about governance, accountability and fairness. This thought‑provoking piece from Institutional Asset Manager highlights Sean Peche’s analysis of how CEO compensation has reached astonishing levels — and why investors should pay close attention to the incentives driving corporate leadership. A timely reminder that understanding pay structures is essential to understanding long‑term value. Read the full article here: The greed of US...