Interview With Kennox Strategic Value Fund [Pt.3]

Kennox Strategic Value part III – But first… If you’re on the lookout for more fund interviews, as well as actionable small-cap investment ideas, check out ValueWalk’s exclusive quarterly magazine. Across 25+ pages we detail actionable value investment ideas from qualified investors, with deep dives on at least four under the radar small-caps. One fund manager in the previous issue returned 85% for his investors last year (not a typo). Interview With Kennox Strategic Value Fund [Pt.3] What’s your bull and bear thesis here? The bull thesis revolves around operational recovery and valuation recognition.  The business is split in two halves…