22nd February 2016

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Investment Europe, Charles L Heenan – 23.12.2015

At Kennox … a solid portfolio of value stocks is one comprised of sector leading companies at exceptional valuations. Price and quality are the twin pillars of our style of value investing and neither can be sacrificed at the expense of the other. When combined they provide an excellent foundation for significant upside…Six years into a bull market, 2016 could turn out to be a difficult year for equities. For the Kennox style of value…the year ahead has excellent upside potential regardless of market direction.

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