We provide thoughtful investment management services to clients with long-term savings.
Understanding global trends by analysing changes both large and small.
Invest for the long-term through KNOX Capital’s macro-driven strategy.
Our typical client is a thoughtful individual, foundation or pension fund.
Our mantra is long-term growth with capital preservation.
KNOX Capital is owned by the investment managers, who have worked together for four decades in macro analysis and asset allocation.
Our goal is to deliver superior returns on long-term savings by focusing on the macro trends of the world’s key economies and markets.
Stable returns on capital accrue from patient investment aligned with disciplined risk management.
We believe that the ongoing process of technological innovation, demographic change, and uncertainty over sovereign debt sustainability will continue to have profound implications for politics, economic prosperity, social stability and therefore the investment process. Thorough macro analysis and thoughtful asset allocation have become the precursors to effective portfolio management.
Our analysis of these trends is the first step in a rigorous asset allocation process, re-examined and internally challenged on a regular basis. It is this iterative process that lies at the heart of the KNOX Capital investment approach.
Team
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Jonathan Chenevix-Trench graduated from Oxford University in 1984 with a degree in Classics. He then joined Morgan Stanley, and over the next twenty-three years enjoyed a varied career covering corporate finance, equities and fixed income; in 2005 he was appointed Chairman and Chief Executive of Morgan Stanley International. Since 2008, Jonathan has served on a range of boards and been responsible for the management of both charitable and private equity portfolios.
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Kenneth Steele graduated from the University of Edinburgh in 1986 with an Honours degree in Mathematics and Statistics. Kenneth joined Morgan Stanley in August of that year, becoming a Managing Director in 1999. Across a 20 year career at Morgan Stanley Kenneth worked in the fixed income division in both London and Tokyo. Kenneth serves as Chairman of the Trustees of the Royal Ballet School Endowment Fund, with a particular focus on the investment portfolio.
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Anthony de Normann graduated from Bristol University with a BA Hons in Modern History in 1983, and from INSEAD Business School with an MBA in 1992. In between, he spent ten years in the British Army. Following INSEAD, Anthony joined GEC Marconi from where he lead a Management Buy Out of a Vehicle Telematics Business Unit. Following its successful sale in 1999, Anthony set up a manufacturing business before being appointed as a Director in Jemm Capital in 2009.
YFS KNOX Total Return Fund
KNOX Capital provides investment management services to the YFS Knox Total Return Fund. The aim of the Fund is to achieve long-term growth by capturing returns in excess of inflation. We do not feel constrained to replicate the usual benchmark indices. We invest in listed securities in both developed and emerging markets, across equities and fixed income.
How To Invest
An application for shares in the YFS Knox Total Return Fund may be made by contacting the Funds Authorised Corporate Director (the ACD): Yealand Fund Services Limited
Registered Office: Yealand Fund Services Limited, Fountain Suite B, Lynch Wood Park, Lynch Wood, Peterborough, PE2 6FZ.
(Authorised and regulated by the Financial Conduct Authority)
Enquiries/Dealing: 0345 850 0255
Email: TA@yealand.com