Contrarian Investing in UK Equities with Alyx Wood of Kernow Asset Management
A few weeks ago, friend of the pod, Mark Wharrier, and I were invited to the 6th-anniversary party for the fund manager, Kernow Asset Management.
CEO Ed Hugo and CIO Alyx Wood have featured on previous episodes.
But today, Mark and I chat with Alyx about his approach to the UK, why he finds it an attractive market with his active contrarian long-short strategy, and which ideas he is currently most interested in and invested in.
We had a great discussion, with Mark sharing his valuable perspective as a successful UK equity fund manager over many years, and Alyx talking about his investment process, the lessons he has learnt, and why he is now unemployable elsewhere, given how much fun he derives from doing what he is doing.
But as ever, none of what you are about to hear is any kind of advice, but just for your information and hopefully entertainment. Please take personal financial advice before investing a penny of your money into these crazy markets.
With that, please enjoy our conversation with Alyx Wood.
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