Kernow Asset Management‘s commentary for the month ended June 30, 2026.
Read more hedge fund letters here
In June, the strategy returned 1.4% as we were reminded that status often comes at the expense of economics.
Every horror film starts with someone ignoring the obvious warning signs. It is 3 a.m. The hallway is dark. The cold settles into your bones. Somewhere ahead, something scratches against metal. You take another step.
I am not afraid of the dark
I am not afraid of the dark
I am not afraid of the dark
You open the door. The monster has your face. It whispers.
“Peak Expectations.”
In SpaceX, no one can hear you scream.
Every valuation reset has one simple rule. Sell yesterday’s relics first. We tried to short
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