Quarterly update from K2 Asset Management CIO - David Poppenbeek June 2021
By David Poppenbeek June 2021
David gives a brief market update and goes through the K2 Australian Small Cap Fund which returned +58.2% for the fiscal year 2021 (net after fees as of 30 June 2021) which is well above the benchmark (BM) by +25.0%. The fund is a listed exchange traded quoted managed fund on the ASX (ASX code: KSM).
David Poppenbeek also explores market valuations and how the playing field is finally tilting in favour of small companies.
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