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Kernow Asset Management's investment thesis on Clarkson ($CKN.L) — Q2 2026 | Buyside Digest

$CKN.LNASDAQClarkson

NEUTRAL

Kernow Asset Management—CKN.L

Fund Letter

Q2 2026

Published August 12, 2026

$4990.00USD

-2.2% vs last month

$4986.00Pitched

+0.1% since pitch

Market Cap$1.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

CMC Markets first caught our eye with the rather audacious decision not to trade against its more situationally aware clients. The plan worked.

— Alyx Wood

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