Kennox Strategic Value part III - But first... If you’re on the lookout for more fund interviews, as well as actionable small-cap investment ideas, check out ValueWalk’s exclusive quarterly magazine. Across 25+ pages we detail actionable value investment ideas from qualified investors, with deep dives on at least four under the radar small-caps. One fund manager in the previous issue returned 85% for his investors last year (not a typo).
Interview With Kennox Strategic Value Fund [Pt.3]
What’s your bull and bear thesis here?
The bull thesis revolves around operational recovery and valuation recognition. The business is split in two halves – the core textiles business that supplies high end fabrics to leading global garment brands, and a Chinese retail business...
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