Merryn Talks Money
There’s a Stock Picker’s Paradise Waiting for You
Mar 28, 2025
Alyx Wood, Chief Investment Officer of Kernow Asset Management and expert in UK equities, shares his contrarian investment strategies. He discusses the unique opportunities in the UK market, particularly for active stock pickers. Alyx highlights his focus on medium-cap companies and specific cases like Burberry, emphasizing potential growth. The conversation also touches on the impact of activist investors and explores strategies involving gold as a hedge. Throughout, he underlines the importance of emotional resilience in navigating market fluctuations.
31:46
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Quick takeaways
- Alyx Wood emphasizes a contrarian approach to investing in UK equities, highlighting undervalued businesses positioned for growth despite market perceptions.
- The podcast discusses the challenges of active fund management in a predominately index-tracking landscape, underscoring the importance of thorough fundamental analysis and market sentiment understanding.
Deep dives
The Three-Dimensional Growth Approach
The Monks Investment Trust employs a three-dimensional growth strategy, focusing on cyclical, rapid, and steady growth to help investors expand their wealth. This approach acknowledges the complexities of the investment landscape and recognizes that different market conditions require tailored strategies for each dimension. By doing so, the trust aims to deliver a balanced and comprehensive investment experience. The emphasis on various growth types allows it to adapt to changing economic climates and investor needs effectively.
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