Hi everyone and welcome to The Value Perspective podcast, where this week we are joined by Sean Peche, whom you may know as the founder and portfolio manager at Ranmore Fund Management in London, or from his popular content on LinkedIn. From either, you will know Sean is not afraid to speak his mind through thought-provoking commentary and his signature cheeky style. Sean is also passionate about value investing so it was natural for us to invite him on the pod. Sean’s investment career began in South Africa in 1997, when he joined Old Mutual Asset Managers as an equity analyst. In 1999, he jo ..read more

So-called ‘value traps’ are an occupational hazard for value investors yet growth investors never seem that concerned about ‘growth traps’. GMO’s Ben Inker, our latest podcast guest, has a theory on why this is so ..read more

To mark Plymouth Argyle’s recent promotion to the second tier of English football, we re-run a fitting piece based on our January 2022 podcast chat with club chairman and professional investor Simon Hallett ..read more

Basing a decision or process on what a chief executive has said about their business may be alluring for an investor – but it can also be dangerous ..read more

..read more

..read more

Hi everyone. This week we are delighted to have retired general Sir Nick Carter joining us on The Value Perspective. Nick served as Chief of the Defence Staff from 2018 to 2021 – the culmination of an illustrious military career spanning more than four decades, including commanding 55,000 NATO troops during the Afghan surge and, in his last tour, leading the transition process with former president Ashraf Ghani as the deputy commander of the NATO mission. He is now a senior advisor at Schroders. Juan Torres Rodriguez and Andrew Williams were looking forward to this discussion with Nick as a co ..read more

Hi, everyone. This week we are delighted to welcome historian Simon Sebag Montefiore to the second of two Eastern Europe-focused episodes as we reach the one-year anniversary of Russia’s invasion of Ukraine. Simon is a best-selling writer of history and fiction, whose books have won prizes and are published in 48 languages. His latest book is The World: A Family History but he has also written extensively on the history of Russia. In this episode, Juan and Simon discuss looking at history from the viewpoint of certain ‘mega-families’; great historical gambles; Simon’s read on the current geopo ..read more

Vitaliy Katsenelson – value investor, prolific blogger and a 2022 guest on The Value Perspective podcast –outlines two mental models he created to help ‘dumbify’ complex ideas ..read more

Hi, everyone. Welcome back to ‘The TVP Pod’ – and also to this week’s guest, Steve Gorelik. Steve is head of research and a portfolio manager at Firebird Management, which specialises in investing in Russia and Eastern Europe and, back in September 2022, he was our guest on a special Eastern European episode. As we reach the one-year anniversary of Russia’s invasion of Ukraine, Steve has returned to the pod as part of a two-part series, which we will continue next time in the company of well-known historian Simon Sebag Montefiore. In this episode, Steve chats with Juan Torres Rodriguez about F ..read more