Mark Newman

A decade-long bull market in global equities has been stoked by loose monetary policy and massive liquidity injections. 2018 saw these policies come to a dramatic halt and the ramifications were felt throughout financial markets globally. Show More

Mark Newman

MotorCycle Holdings (MTO) is a new addition to the portfolio which we believe is well positioned to deliver solid returns for shareholders over the coming years. MTO is Australia’s largest motorcycle dealership, operating 34 franchises from 24 locations in QLD, NSW and ACT. The company primarily engages in the sale... Show More

Mark Newman

Valuation is a key factor for stock selection within our Australian portfolios. Given this value bias, our funds were not significantly exposed to the growth stocks that suffered from a momentum reversal seen in February. The fund recently took the opportunity to increase exposure to selected resource companies, given these... Show More

Mark Newman

For those unfortunate enough to have had a painful injury, you would be familiar with ‘the green whistle’ administered by medics which, after a few puffs, provides instant pain relief. This product is manufactured in Melbourne by Medical Developments (MVP) and has been used by hospitals, ambulances, defense forces, national... Show More

Mark Newman

A structural growth area that has been gathering momentum in recent years is egaming (electronic gaming). Gaming has evolved from traditional arcade-style and console gaming to mobile applications across 4G networks. Technological advancement and high speed internet has allowed gamers to connect to online platforms and compete with other users... Show More

Mark Newman

The biggest risk for investors at present is to be too risk adverse. Since the GFC emerged Australian listed companies have raised $400 billion of equity to essentially de-risk their balance sheets. Traditionally lower risk balance sheets tend to lead to higher valuation multiples. However, the PE of the median... Show More

Mark Newman

Capilano Honey (CZZ) is Australia’s largest packer and producer of honey and is the only listed company of its kind in Australia. Capilano is a well-recognized brand, with a dominant 70% market position supplied by over 500 beekeepers. CZZ is leveraged to the global Health & Wellness thematic, operating in... Show More

Mark Newman

Since inception 16 years ago the team K2 Asset Management have kept intricate details about each and every trade executed by their investment team. Campbell Neal says this proprietary database has allowed them to tailor their process resulting better returns for their funds. “We have two guys working on this... Show More

Mark Newman

The K2 Global High Alpha strategy invests in globally listed equities across a range of sectors and aims to deliver strong capital growth over the long-term. The Fund has achieved returns of 26% p.a. since inception in 2009 and will be replicated in the new ASX listed K2 Global Equities... Show More

Mark Newman

In the following presentation Nick Griffin, Head of International Equities at K2 Asset Management talks through some of the major discussion points in International equity markets over the March quarter. In this short video presentation, Nick gives an update on fund performance and 'the connected car' - part of the... Show More

Mark Newman

Our Head of Australian Equities, David Poppenbeek recently put together a short note for clients outlining the relationship between bond prices and equity prices and how equity markets have reacted in the past to an inflationary interest rate environment - one in which we will likely find ourselves in over... Show More

Mark Newman

The K2 International team recently put a note together for distribution through the ASX website discussing the merits of investing in Emerging markets and where in particular we see opportunities. The rise of the Chinese consumer will be a large secular tailwind for numerous corporates around the world regardless of... Show More

Mark Newman

The K2 International team has, over the past 12 months, released notes on various 'key areas of interest' that help the team filter the broader investment universe into an investable portfolio. The following note discusses the way in which 'traditional' media is now being absorbed and the way in which... Show More

Mark Newman

On the back of K2 International's widely read notes on structural change stories - Google and Reflation in UK housing, Nick Griffin, Head of International Equities recently spoke with Money magazine. Click the following link to view the video and article... http://www.theage.com.au/money/super-and-funds/wise-money-eyes-google-and-british-homes-20140204-31xx5.html Show More

Hi Jon At K2 we run Variable Beta Long / Short funds. We have a 20 year track record, and have successfully managed our strategies through numerous cycles. For 'Best of Breed' managers see independent research houses. Many thanks for your question. Regards

On Staying invested during ‘The Great Unwind’ -