High conviction value investors, managing a concentrated portfolio of quality global equities for long term returns.
Introduction to Kennox
High conviction value investors, managing a concentrated portfolio of quality global equities for long term returns.
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KENNOX ASSET MANAGEMENT
Kennox is an independent global equities investment manager based in Edinburgh, Scotland. Our sole focus is our Kennox Strategic Value portfolio, launched by our investment team in 2007
Our Kennox Value philosophy drives everything we do – from the structure of our business, through our processes to the highly differentiated portfolio we produce – and has remained unchanged since portfolio inception.
The Kennox Strategic Value Fund is a highly-differentiated global equities portfolio of top quality, sector-leading companies available on exceptional valuations.
When we believe that we have something of interest to say, we jot down posts that we hope might offer a different perspective on an issue or conventional wisdom. We call this Thinking Aloud.
When we believe that we have something of interest to say, we jot down posts that we hope might offer a different perspective on an issue or conventional wisdom. We call this Thinking Aloud.
