In the Company of Mavericks: Contrarian Investing in UK Equities with Alyx Wood

Jeremy McKeown and Mark Wharrier chat with Alyx Wood, CIO, Kernow Asset Management, about his approach to the UK, why he finds it an attractive market with his active contrarian long-short strategy, and which ideas he is currently most interested in and invested in. They had a great discussion, with Mark sharing his valuable perspective as a successful UK equity fund manager over many years, and Alyx talking about his investment process, the lessons he has learnt, and why he is now unemployable elsewhere, given how much fun he derives from doing what he is doing. Brought to you by Progressive Equity.