Strand Global Macro Talks EP 3 | Alyx Wood | CIO Kernow Asset Management

Kernow Asset Management's CIO Alyx Wood joins the podcast hosted by Hugo Raffard and Paolo Buquiccho to discuss contrarian long/short investing in UK small caps, exploring how conviction, patience, and shareholder register analysis combine to find stocks the market has overlooked, while examining the discipline required to hold concentrated positions through volatility and the forensic rigour needed to identify frauds, fads and failures on the short side.