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Value vs Luxury - Sean Peche

Summary by BizNews.com
*This content is supplied by Sean Peche, Portfolio Manager at Ranmore Fund Management Ltd First appeared on LinkedIn Sean Peche has always been wary of high prices as a value investor, especially in luxury goods. Companies like Burberry, despite their historical quality, are struggling. Burberry’s shares have fallen 72% since April ’23 highs, hitting 13-year lows. With higher interest rates, banks might now be more attractive investments. Over t…

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Value vs Luxury - Sean Peche

*This content is supplied by Sean Peche, Portfolio Manager at Ranmore Fund Management Ltd First appeared on LinkedIn Sean Peche has always been wary of high prices as a value investor, especially in luxury goods. Companies like Burberry, despite their historical quality, are struggling. Burberry’s shares have fallen 72% since April ’23 highs, hitting 13-year lows. With higher interest rates, banks might now be more attractive investments. Over t…

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