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.
Listen on Apple PodcastsOur Story
A three-minute film about the thinking, culture and research process behind Kernow.
The Kernow Journal
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.
Podcasts
Longer discussions about our process and the opportunity in UK equities.
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 · January 2022Alyx joins the LSE Investing Matters podcast
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