Cerno Capital

Cerno Capital is an investment manager.

Our clients are individuals, families, charities and wealth managers.

We are a partnership, based in London.

[Cerno Capital @CernoCapital]

Welcome to the age of the incumbents. Industry leading companies are able to access cheaper funding at better prices than disruptive new entrants. We expect them to ride out the current turmoil and consolidate their position. #EssilorLuxottica is a Cerno Global Leaders company.

[Cerno Capital @CernoCapital]

While investors fret about the merits of #valueinvesting vs. #growthinvesting, the truth is the key driver of share prices over the long term is #earnings.

#LVMH is an example of such a business.

[Cerno Capital @CernoCapital]

The case for copper https://t.co/jOBVjMJ4XY

[Cerno Capital @CernoCapital]

OpenAI: next generation of data https://t.co/2VMjsvJP8O

[Cerno Capital @CernoCapital]

Semiconductors: evolution of the world’s most critical manufactured good https://t.co/Iqyeleqnxj

[Cerno Capital @CernoCapital]

Cerno Capital Book of the Year 2022 – “Chip War” by Chris Miller https://t.co/DuadZzRwO4

[Cerno Capital @CernoCapital]

Cerno Global Leaders Deep Dive – Buffers https://t.co/z9y9qHHMBG

[Cerno Capital @CernoCapital]

Investment Postcard dated 9th August 2022 – Back to America https://t.co/3IOifxWT96

[Cerno Capital @CernoCapital]

Long range consequences of high energy prices https://t.co/jmAjOAgwxB

[Cerno Capital @CernoCapital]

Equities during a time of inflation https://t.co/26trtUXiAv

[Cerno Capital @CernoCapital]

Nabtesco – Global Automation Enabler https://t.co/r6d40gEApV

[Cerno Capital @CernoCapital]

Cerno Capital Investor Updates 2022 – Summary and Q&A https://t.co/DyP8qxMkDt

[Cerno Capital @CernoCapital]

PAM Awards 2022 – Cerno Capital win Investment Performance – High Growth category https://t.co/cjVlGDGPNM

[Cerno Capital @CernoCapital]

Cerno Capital supports Outside In Exhibition, ‘Taking Flight’ https://t.co/8XJ58Exzyq

[Cerno Capital @CernoCapital]

Theta Blockchain lunch on 13th March 2022 https://t.co/ICMaELh8jT

[Cerno Capital @CernoCapital]

The Future of Protein https://t.co/IwXfDNz7OC

[Cerno Capital @CernoCapital]

The Future of Protein https://t.co/IwXfDNz7OC

[Cerno Capital @CernoCapital]

Russia’s invasion of Ukraine – impact on the global investment outlook https://t.co/ufb2iHZRli

[Cerno Capital @CernoCapital]

Holding changes within the Global Leaders strategy https://t.co/ZALCryDTni

[Cerno Capital @CernoCapital]

Carbon, the planet and Cerno Global Leaders https://t.co/1s6vsW7Vhk