| 03.09.2025 Other Voices: The only thing discretionary? Paying attention to sectors |
| By Sean Peche, portfolio manager at Ranmore Fund Management, UK-based investment manager of Ranmore Global Equity Fund PLC. Sector classifications are meant to help investors make sense of the market. But when you dig into what's really inside them, they often create more confusion than clarity. "I see you're overweight Consumer Discretionary - you must be very positive on cons |
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