In this episode, host Luke Hyde-Smith sits down with Alyx Wood, Chief Investment Officer of Kernow Asset Management, to explore his unconventional approach to investing and why he believes today's UK market presents a rare opportunity for active managers. From starting his investment journey at just 15 years old to building a boutique investment firm focused on long-short equity strategies, Alyx shares the experiences and lessons that have shaped his distinctive investment philosophy.
The conversation delves into how Alyx identifies opportunities others overlook, why shareholder analysis has become a critical edge in his process, and how behavioural biases create attractive investment opportunities. He also discusses the changing structure of markets, the rise of passive investing, the advantages of taking a long-term perspective, and why some of the best investment opportunities emerge when sentiment is at its lowest.
This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.
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