Equities
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. Resources tend to perform best in the later stages of... Show More

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

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

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