Alyx Wood, Chief Investment Officer of Kernow Asset Management, presented his investment thesis on a UK small cap stock at the 2025 Sohn London Conference on November 19, 2025. Wood, whose firm focuses on small cap European equities and has several hundred million in AUM, opened by stating the central goal: finding a stock that possesses the best growth tailwind of the next decade and whose earning quality is about to “trip”. Kernow Asset Management currently holds the stock as a 10% position.
Also see:
- 2025 Sohn San Francisco Conference
- 2025 Delivering Alpha Conference
- 2024 Sohn London Investment Conference
- 2025 ETFGI Global ETFs Insights Summit
2025 Sohn London Conference: Kernow Asset Management’s Alyx Wood
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