High conviction value investors, managing a concentrated portfolio of quality global equities for long term returns.

At Kennox, we believe that…..

Markets overshoot and great opportunities can arise in selectively taking positions against consensus
We aim to decrease risk by focussing on well-capitalised businesses with established track-records
As long term investors, our turnover is commensurate with 5-10 year holding periods

The last few years have seen more tailwinds than headwinds for Kennox

The last few years have seen more tailwinds than headwinds for Kennox – ...

Kennox has had an improved time over the last three years

Kennox has had an improved time over the last three years. ...

Markets hit a gut-wrenching air pocket early in the month

Markets hit a gut-wrenching air pocket early in the month, ...

We enjoy the exercise of reviewing the annual reports for our companies

We enjoy the exercise of reviewing the annual reports for our companies ...

Make sure that the active funds are genuinely active

We very much enjoyed Fred Hickey’s recent interview with Adam Taggard on Thoughtful Money ...

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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.

More about us

Fund Information

Investing In the Fund

Kennox Value

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.

Our Approach

Quarterly reports

Reports contain our views on the market and the fund positioning, and cover a range of issues and topics varying over time.

Explore our Quarterly Reports

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.

Browse Thinking Aloud

Meet the Team

Charles Heenan

Investment Director

Geoff Legg

Investment Director