Kenway Global Management
We invest globally in public equities, with flexibility to deploy capital in a concentrated manner across all regions, industries and market capitalisations. Our investment approach is based on deep fundamental analysis of individual companies and their business models, combined with a “capital cycle” industry framework. We believe that awareness and understanding of investor behavioural biases is key to identifying dislocations and opportunities. Kenway’s investment process is research intensive and is based on thoughtful, independent and forward-looking analysis.
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