In this Smart Money with Alishia Seckam interview, Ranmore Fund Management Portfolio Manager Sean Peche discusses South African and United States markets and the impacts of Trump’s big moves on investing. Peche is a seasoned portfolio manager and value investor with over 25 years of experience in the investment management industry. His investment philosophy is based on rigorous fundamental analysis, independent thinking, and a long-term perspective. In this interview, Peche talks about the economic and market impacts of US President Trump’s term until this point. He suggests how US President Trump’s tariffs could impact global investors and supply chains, and issues a word of caution to investors. Peche then highlights the global markets where he sees the most value for investors. He also discusses South African markets amidst the current turmoil, pointing out the case for opportunity vs risk and providing encouragement for investors. Peche then unpacks his investment approach, pitting growth stocks against value stocks, and talks about the regulation of the industry.