These are Kennox’s founding principles:
- We believe that markets overshoot – great opportunities can arise in selectively taking positions against consensus
- We try to decrease risk where possible – you’ll not find us swinging for the fences
- We don’t care what’s in the benchmark – our portfolio will clearly reflect this
- We are long-term investors, holding our companies for 5-10 years or longer – we want to travel with our companies
