Fund Insights: Charles Heenan – Kennox Asset Management Today Andrew talks to Charles Heenan – Investment Director of Kennox Asset Management. With over 30 years’ experience in global stock markets and a distinct value* approach to global investing,...
INTERVIEW SERIES: CUSTODIAN PROPERTY REIT – MARCH 2023
The third in our series of interviews with our fund managers features Richard Shepherd-Cross of Custodian Property REIT (CREI). It's short but sweet. This is a commercial property fund which most of our clients hold. It was bought specifically for income with long...
INTERVIEW SERIES: LF HAVELOCK GLOBAL SELECT – MARCH 2023
Last month, we interviewed Matthew Beddall and Neil Carter of Havelock. This is how it went down I first met you both in Edinburgh when along with several other managers of small (“boutique”) funds. You made a presentation to us in the Bonham Hotel. That was at least...
INTERVIEW SERIES: ECOFIN Global Utilities and Infrastructure (EGL) – March 2023
Jean-Hugues de Lamaze (JHL) is lead manager of the Ecofin Global Utilities and Infrastructure fund. JHL is French and very approachable. Considering how well his fund has performed since launch in September 2016, he is incredibly grounded (the share price has...