k2 asset managment

Across K2 International's 'key areas of interest' the most controversial of our areas is the concept of 'reflation'. Post the GFC, the trend towards rising asset prices has taken on a more structural element as a result of the various policies introduced in the US and elsewhere to boost aggregate... Show More

The K2 Select International Fund invests in a series of Global Secular growth trends, which aim to grow regardless of the broader economic cycle. K2 has been invested in Cable / Internet stocks for some time, see attached piece by the K2 international team on one of its sub-trends -... Show More