Kernow Asset Management's commentary for the month ended November 30, 2025.
In November, the strategy gained 0.7% as Kernow survives the budget and Ed survives the wedding.
That’s right. The most important news last month was that Ed got married. Congratulations and best wishes to the happy couple. Management marked the occasion by denying him any time off for a honeymoon.
Back to the budget aftermath. Kernow came through in decent shape. We even got our gambling tax prediction spot on, winning us a round in budget bingo. Alyx took the news less gracefully and is not going to bother with an ISA next year.
Instead, he’s chosen a more creative route. He’s joined Spectre.
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