Kenno applies a disciplined investment strategy designed to uncover untapped opportunities in inefficient markets. Through rigorous research and analysis, we identify businesses with strong fundamentals and long-term potential that are often overlooked by mainstream capital.
Our primary focus is generating superior risk-adjusted returns for our investors. In doing so, as active owners, we go further by engaging directly with portfolio companies to help shape their growth trajectory and support meaningful improvements in performance, governance, and impact. This dual commitment to investment excellence and lasting value creation drives everything we do.
We approach investment management with the belief that markets will never be fully efficient. Untapped opportunities will continue to emerge — driven by systemic inertia and external interventions, such as regulatory shifts that create temporary dislocations. These inefficiencies are where niche, agile managers can add value by pursuing strategies that large institutions often overlook.
At Kenno, independent thinking drives our approach. In a world saturated with ETFs and index investing, we choose to capitalize on inefficiencies and untapped markets. We believe that superior returns don’t require wild risks — they require conviction, discipline, and consistent execution.
We focus only on companies with strong fundamentals and exposure to sustainable growth trends. Quality businesses in resilient industries offer not only upside potential but also robust downside protection, especially in volatile markets.
We maintain open dialogue with our clients and prioritize transparency across every touchpoint, so they always understand what drives our decisions. Our future-proofed investment structures and communication tools offer peace of mind for investors.
Learn more about Kenno’s actively managed funds, built to reflect our investment approach.