A rather beautiful view
From our UK edition
As a child, I would disappear down to the beach in Cornwall and spend hours investigating rock pools. From above they looked empty. Get down on your knees and suddenly there were fish, crabs and entire worlds. The UK stock market is rather like that. The ice cream in Cornwall was pretty good too. Years later, I met Edward Hugo. Smart, relentless and the sort of man you trust. He was waiting in a coffee shop. The rain was biblical. London was miserable. And yet, I had spent years dreaming about this moment. Now I just needed Ed to say yes. In 2019, we founded Kernow. A contrarian investment manager specialising exclusively in UK equities. The timing was terrible. Everyone seemed to agree about Britain. Unloved.
