Kernow Asset Management – January Performance Update

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Jacob Wolinsky
Published on
Pzena Investment Management

Kernow Asset Management's performance update for the month ended January 31, 2023.

Q4 2022 hedge fund letters, conferences and more

The strategy gained 6.8% in January as China’s bull market boosted global demand and market optimism.

Views on interest rates have become polarised. The Fed sees inflation moderating without plummeting, meaning interest rates will continue to nudge upwards. Conversely, markets see inflation dropping like a stone and are screaming at the US Central Bank to stop rate rises or risk stalling the economy.

Back home in Blighty, many...

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.