Nicholas Leitl

Nick is Senior Portfolio Manager for K2 on stock selection within both the Australian ARF and Asian ARF. He previously held roles within Macquarie Bank, BT Alex Brown and JM Financial Group. Nick holds a Bachelor of Economics and Finance from RMIT.

Expertise

BHP remains in an upgrade cycle

Nicholas Leitl

Our bullish view on resources remains intact, and our conviction on BHP Billiton Limited (BHP) has grown as we move into a more reflationary environment, coupled with a backdrop of the strongest period of synchronised global growth in nearly a decade. Show More

ASX:BHP

Suncorp has scope to exceed expectations

Nicholas Leitl

Suncorp’s H1 2017 results revealed their key value drivers are gaining positive momentum. Going forward we believe the company is uniquely positioned to deliver improving shareholder returns, offering an exceptional combination of both value and growth for investors. Across the group, increased earnings will be driven by mid-single digit revenue... Show More

suncorp ASX:SUN February 2017 Reporting Season

Emerging Childcare stock with upcoming catalyst

Nicholas Leitl

The volume and velocity of information in the world today, especially in financial markets, continues to increase exponentially. Deciphering the noise and understanding key facts is critical for the idea generation process. At K2 Asset Management, we generate ideas from numerous information channels, however getting out and meeting with companies... Show More

childcare ASX:GEM Longform ASX:TNK

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