Kernow Asset Management tear sheet for the month ended July 31, 2024.
The strategy returned 8.5% in July as the UK installed a new government and the world experienced the largest IT outage in history.
Groupthink is dangerous. In nature, diversity fosters innovation and strengthens resilience. Without it, problems can propagate quickly and cause more significant damage. Last month, we were reminded that the same weakness applies to internet security and cloud computing.
Kernow was relatively well-insulated for this IT incident. We are short...
