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Top related persons:
Sean Peche - 2 Andrew - 2 Peche - 1 there's - 1 Where's - 1 Ranmore - 1 it's - 1 BABA - 1
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U.S Wall of London Europe Ukraine Japan Holland Netherlands
Top related orgs:
Ranmore Global Equity Fund - 2 Microsoft - 1 Meta - 1 Petrobras - 1 Japan's Nippon TV - 1 GSK - 1 eBay - 1 of - 1

Search resuls for: "Ranmore Global Equity Fund"


2 mentions found


☆ This fund beat the S&P 500 without holding any Magnificent 7 stocks. Here's what they're buying right now
  + stars: | 2024-02-29 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +5 min
Picking great stocks and avoiding disastrous investments enabled the Ranmore Global Equity Fund to beat the S & P 500 over the past two years, according to its fund manager. The fund, run by portfolio manager Sean Peche, returned 31% in 2023 compared to 24% for the S & P 500 . The Ranmore fund also outperformed its benchmark with 1.8% total returns in 2022 when the S & P 500 and broader indexes nearly fell into a bear market. The fund manager says they take a probability-based approach with many small positions rather than a few big bets. However, according to the fund manager, the market appears to be undervaluing its cash and securities.
Persons: Sean Peche, Peche, Andrew, there's, Where's, Ranmore, it's Organizations: Ranmore Global Equity Fund, Microsoft, Meta, Petrobras, Japan's Nippon TV, GSK, eBay, of, Bank of America, UBS, Carrefour, ABN AMRO, Nippon Locations: Wall, of London, Europe, Ukraine, U.S, Japan, Holland, Netherlands
☆ This Big Tech stock has an 'absolutely compelling' valuation, top fund manager says
  + stars: | 2024-02-28 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
However, the company's revenues and profits have surged since then, and one outperforming fund manager sees the current valuation as a buying opportunity. Alibaba shares are traded in the U.S., Hong Kong and Germany. BABA 1Y line The slump in the company's share price came amid concerns of an economic slowdown in China and increased regulation of the internet sector by authorities in Beijing. Alibaba's cheap share buyback Lapping also pointed to the impact of Alibaba's share buyback program as distinct compared to many richly valued U.S. tech darlings. However, with its share price now 65% off its peak, Alibaba's compensation costs have dwindled dramatically.
Persons: Sean Peche, BABA, It's, Andrew Organizations: Ranmore Fund Management, Wall Street, Tech, Ranmore Global Equity Fund Locations: China, U.S, Hong Kong, Germany, Beijing
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