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Presentation at the Sohn Investment Conference – 2025
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Insights from Kernow
Our films, journals and conversations explore the companies, markets and behaviours that shape our alternative view of UK equities.
Featured · Podcast
Why the UK is a stockpicker’s paradise
Alyx joins Merryn Somerset Webb on Merryn Talks Money to discuss the opportunity for active investors in UK equities.
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Long-form thinking on companies, markets and the behaviours that create mispricing.
Interviews and profiles
Selected interviews and profiles exploring Kernow’s work and development.
Profile · May 2021
Contrarian alpha from UK equities
Read The Hedge Fund Journal ↗︎
Profile · September 2026From potato fields to performance
Read Portfolio Adviser ↗︎
Interview · June 2025Interview #116: Alyx Wood
Read Capital Employed ↗︎
Profile · October 2024The UK Equity Winter Has Ended
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Podcasts
Longer discussions about our process and the opportunity in UK equities.
Podcast · August 2026
Alyx joins the Poor Millionaires podcast
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Podcast · April 2026Alyx joins Bryan O’Carroll for “All in… on the UK?”
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Podcast · April 2026Alyx joins the Strand Global Macro Fund Talks podcast
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Podcast · January 2026Alyx joins The Buy-Side Brief podcast
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Podcast · November 2025Alyx features on the In the Company of Mavericks podcast
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Podcast · September 2025Ed talks boutiques on the GemCap Academy podcast
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Podcast · June 2025Ed joins In the Company of Mavericks: Why Aren’t There More Boutique Fund Managers?
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Podcast · March 2025Merryn Talks Money: why the UK is a stockpicker’s paradise
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Podcast · April 2024Alyx joins The Clockwork CIO podcast
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Podcast · November 2022Opalesque: Capturing contrarian UK Alpha
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Podcast · March 2022Alyx explores the UK all-cap opportunity set on the Asymmetric podcast
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Podcast · December 2021Alyx joins the LSE Investing Matters podcast
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