Charles Heenan

Charles Heenan and Geoff Legg, investment directors and founders of Kennox Strategic Value Fund, delve into their unique value-driven approach to investing. They discuss the challenges of finding value in today's chaotic economic climate and how macroeconomic factors shape their strategies. The duo emphasizes the significance of a long-term focus amid structural inflation and geopolitical risks. They also dissect the balance between luck and skill in investing and the pivotal role of dividends in creating a robust portfolio.

Alex Roepers from Atlantic Investment Management, Charles Heenan from Kennox Asset Management, and Andrew Hollingworth from Holland Advisors share their insights from the London Value Investment Conference. They discuss the evolving landscape of value investing amid market shifts and inflation. The conversation also covers the challenges of active versus passive strategies, emphasizing the importance of fundamental analysis. Additionally, they highlight unique investment opportunities in less-explored markets, particularly in the natural resources sector.