K2 Australian Small Cap Fund (KSM) Investment Update from K2 Asset Management CIO - David Poppenbeek
By David Poppenbeek September 2021
David gives a brief market update and goes through the K2 Australian Small Cap Fund for the Sep 2021 quarter.
The fund continued to deliver strong returns for the quarter up 3.9% vs the benchmark (BM) of +3.4%. Performance over the past year remains strong at +39.1% compared to the BM return at +30.4%. Pleasingly since inception in 2013 KSM has delivered +10.2% p.a. return (net, after all fees) which is also ahead of the BM.
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