Kennox Asset Management

Overview

Kennox Asset Management is an independent global equities investment manager based in Edinburgh, Scotland, specializing in long-term value investing. Their sole focus is the Kennox Strategic Value strategy, a high-conviction portfolio launched by their investment team in 2007. The firm is authorized and regulated by the Financial Conduct Authority (FRN: 475658). The Kennox Strategic Value Fund is a UK OEIC (Open-Ended Investment Company) that invests in a diversified portfolio of global equities. The fund's top holdings include companies such as Shell, Newmont Corp, Equinor, Fukuda Denshi, and Stella International. The fund's inception date is July 2007, and it has a fund size of £66 million as of December 2025. Kennox Asset Management is committed to delivering attractive, risk-adjusted, long-term investment returns. Their investment philosophy emphasizes active value investing with a long-term perspective, aiming to identify undervalued companies with strong fundamentals. The firm's straightforward and highly focused approach ensures they are optimally placed to achieve their investment objectives.