Alyx Wood

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.