97: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution

Billion Dollar Backstory

Content provided by Stacy Havener. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Havener or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

6M ago 1:02:08

MP3•Episode home

Most fund managers are happiest behind their screens, crunching data and studying markets. That’s their zone of genius, so it makes sense.

But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren’t just important, they’re non-negotiables.

Today’s guest, Sean Peche, knows this firsthand. He’s the Founder and Fund Manager at Ranmore Funds, a $650 million investment boutique that doesn’t just invest differently, it builds differently too.

In this Episode, Sean sits down with Stacy to share his growth playbook.

They discuss:

Why he dedicates just one day a week to distribution – and how taking calls only one day each week keeps him laser focused
The founder-led sales tips he used to scale Ranmore (and how you can borrow them)
His tried-and-true process for prospecting on LinkedIn
His unconventional approach to team building
What “charitable marketing” is and how it’s helping him grow the business and do good
The mindset shift from fund manager to business founder (and why more boutiques need it)
Why honesty and humility are a competitive edge in this industry

About Sean Peche:

Sean is the Founder of Ranmore Fund Management and portfolio manager of the Ranmore Global Equity Fund. Sean studied Business Science at the University of Cape Town, qualified as a Chartered Accountant and is a CFA Charterholder with 28 years of investment experience. He’s a committed Value investor who looks for the opportunity in every crisis. He lives in Surrey, England with his wife, Marilyn, their two children and two dogs. His guiding principles are “Do more than expected” and “Be kind”. He loves country music, wine, forests, and snowboarding.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

---
Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

122 episodes

#Trading #Business #Marketing #Stacy Havener #Investing #Storytelling #Sales #Raise Capital