K2 has six investment funds focused on Australian, Asian and International equities markets. Since inception each fund has consistently delivered solid returns for our investors.

KSM - K2 Australian Small Cap Fund (Hedge Fund)

The K2 Australian Small Cap Fund (KSM) provides investors with the opportunity to invest in a diversified Australian Small / Mid cap equities fund directly via the ASX. The fund’s units trade on the ASX market, meaning investors can buy and sell units via their own online broker account, stockbroker or financial planner.

The K2 Australian Small Cap Fund has a mandate to invest both long and short, seeking to provide investors with absolute returns. Through the active management of equity and cash exposure this strategy has delivered significant returns to clients since the funds inception in 2013.

Developed with the self-managed super fund in mind the K2 Small Cap Fund provides investors ease of access to a market segment that would otherwise not be present in their portfolios.

If you would like to receive the Target Market Determination (TMD) for this Fund please contact us at invest@k2am.com.au

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K2 Australian Fund

The K2 Australian Fund invests in listed equities in both Australia and New Zealand. The fund aims to deliver long term growth by capitalising on investment opportunities present in all market cycles.

The K2 Australian Fund has a mandate to invest both long and short, seeking to provide investors with absolute returns.

Through the active management of equity and cash exposure, this strategy has delivered significant returns to clients since the fund’s inception in 1999.

K2 Australian Fund investment philosophy

At K2, we focus on delivering superior risk adjusted returns for our clients over the long term. We invest in equities to generate positive returns and aim to preserve our clients’ capital when market conditions change.

K2 has a flexible investment style as we believe that there is no one uniform cycle across the investment universe. By adopting the most appropriate style (for example, growth, value, momentum or income) that is best suited to the current market conditions allows K2 to maximise risk-adjusted returns.  Investment opportunities can come from any number of areas and as a result K2 incorporates top down macro-economic analysis with bottom up stock selection.

Each of K2’s experienced investment managers brings their own investment style and methodology to our portfolios, combining their individual research with direct contact with companies.  Investment managers are encouraged to invest autonomously and pursue investment opportunities within a well-documented framework.  As a result, K2’s portfolios tend to be high conviction and index unaware.  The investment team will always examine key investment variables, however, it is the team’s ability to identify major investment themes and catalysts on a timely basis that gives K2 its competitive advantage. 

In addition to identifying undervalued stocks, K2 has the ability to actively manage equity market exposure and currency exposure as well as having the ability to short sell. These provide K2’s portfolio managers with additional tools to deliver superior risk adjusted returns for our clients.

If you would like to receive the Target Market Determination (TMD) for this Fund please contact us at invest@k2am.com.au

K2 Select International Fund

The K2 Select International Fund invests in listed equities throughout global markets. The fund aims to deliver long term growth by capitalising on investment opportunities present in all market cycles.

The K2 Select International Fund has a mandate to invest both long and short, seeking to provide investors with absolute returns.

Through the active management of equity, cash exposure and currency hedging, this strategy has delivered significant returns to clients since the fund’s inception in 2005.

K2 Select International Fund investment philosophy

At K2, we focus on delivering superior risk adjusted returns for our clients over the long term. We invest in equities to generate positive returns and aim to preserve our clients’ capital when market conditions change.

K2 has a flexible investment style as we believe that there is no one uniform cycle across the investment universe. By adopting the most appropriate style (for example, growth, value, momentum or income) that is best suited to the current market conditions allows K2 to maximise risk-adjusted returns.  Investment opportunities can come from any number of areas and as a result K2 incorporates top down macro-economic analysis with bottom up stock selection.

Each of K2’s experienced investment managers brings their own investment style and methodology to our portfolios, combining their individual research with direct contact with companies.  Investment managers are encouraged to invest autonomously and pursue investment opportunities within a well-documented framework.  As a result, K2’s portfolios tend to be high conviction and index unaware.  The investment team will always examine key investment variables, however, it is the team’s ability to identify major investment themes and catalysts on a timely basis that gives K2 its competitive advantage. 

In addition to identifying undervalued stocks, K2 has the ability to actively manage equity market exposure and currency exposure as well as having the ability to short sell. These provide K2’s portfolio managers with additional tools to deliver superior risk adjusted returns for our clients.

If you would like to receive the Target Market Determination (TMD) for this Fund please contact us at invest@k2am.com.au

K2 Asian Fund

The K2 Asian Fund invests in listed equities throughout the Asian Pacific region ex Japan. The fund aims to deliver long term growth by capitalising on investment opportunities present in all market cycles.

The K2 Asian Fund has a mandate to invest both long and short, seeking to provide investors with absolute returns.

Through the active management of equity, cash exposure and currency hedging, this strategy has delivered significant returns to clients since the fund’s inception in 1999.

K2 Asian Fund investment philosophy

At K2, we focus on delivering superior risk adjusted returns for our clients over the long term. We invest in equities to generate positive returns and aim to preserve our clients’ capital when market conditions change.

K2 has a flexible investment style as we believe that there is no one uniform cycle across the investment universe. By adopting the most appropriate style (for example, growth, value, momentum or income) that is best suited to the current market conditions allows K2 to maximise risk-adjusted returns.  Investment opportunities can come from any number of areas and as a result K2 incorporates top down macro-economic analysis with bottom up stock selection.

Each of K2’s experienced investment managers brings their own investment style and methodology to our portfolios, combining their individual research with direct contact with companies.  Investment managers are encouraged to invest autonomously and pursue investment opportunities within a well-documented framework.  As a result, K2’s portfolios tend to be high conviction and index unaware.  The investment team will always examine key investment variables, however, it is the team’s ability to identify major investment themes and catalysts on a timely basis that gives K2 its competitive advantage. 

In addition to identifying undervalued stocks, K2 has the ability to actively manage equity market exposure and currency exposure as well as having the ability to short sell. These provide K2’s portfolio managers with additional tools to deliver superior risk adjusted returns for our clients.

If you would like to receive the Target Market Determination (TMD) for this Fund please contact us at invest@k2am.com.au

Annapurna Microcap Fund

Our Belief

To deliver superior risk-adjusted returns in microcaps through the investment cycle while protecting clients’ invested capital

Summary

► The Annapurna Microcap Fund is a high conviction Nanocap, Microcap and Smallcap fund managed by leading microcap professionals with a long track record managing Emerging Companies.

► The Annapurna Microcap Fund will be managed by Bill Laister who previously managed the largest and longest running listed microcap fund in Australia.

► The Annapurna Microcap portfolio managers will seed the fund.

► The new Annapurna Microcap Fund is targeting $50m. It will invest in both Australia and global microcaps.

► Management fee of 1.28% (incl. GST and RITC) with a performance fee.

► The Annapurna Microcap investment team are supported by a large and well resourced fund manager - K2 Asset Management which has a 21 year track record.

► K2 will also oversee administration, legal and compliance.

If you would like to receive the Target Market Determination (TMD) for this Fund please contact us at invest@k2am.com.au

Our Aim

To achieve 10% p.a. net of fees over a 3 – 5 year investment cycle

K2 Global High Alpha Fund

The K2 Global High Alpha Fund aims to deliver long term growth by capitalising on undervalued companies through all market cycles.

The K2 Global High Alpha Fund has a mandate to invest both long and short, seeking to provide investors with absolute returns.

Through the active management of equity, cash exposure and currency hedging, this strategy has delivered significant returns to clients since the funds inception in 2009.

K2 Global High Alpha Fund investment philosophy

At K2, we focus on delivering superior risk adjusted returns for our clients over the long term. We invest in equities to generate positive returns and aim to preserve our clients’ capital when market conditions change.

K2 has a flexible investment style as we believe that there is no one uniform cycle across the investment universe. By adopting the most appropriate style (for example, growth, value, momentum or income) that is best suited to the current market conditions allows K2 to maximise risk-adjusted returns.  Investment opportunities can come from any number of areas and as a result K2 incorporates top down macro-economic analysis with bottom up stock selection.

Each of K2’s experienced investment managers brings their own investment style and methodology to our portfolios, combining their individual research with direct contact with companies.  Investment managers are encouraged to invest autonomously and pursue investment opportunities within a well-documented framework.  As a result, K2’s portfolios tend to be high conviction and index unaware.  The investment team will always examine key investment variables, however, it is the team’s ability to identify major investment themes and catalysts on a timely basis that gives K2 its competitive advantage. 

In addition to identifying undervalued stocks, K2 has the ability to actively manage equity market exposure and currency exposure as well as having the ability to short sell. These provide K2’s portfolio managers with additional tools to deliver superior risk adjusted returns for our clients.

If you would like to receive the Target Market Determination (TMD) for this Fund please contact us at invest@k2am.com.au