k2 international fund

Latest news and analysis on k2 international fund

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...

Mark Newman
Mark Newman
K2 Asset Management

Across K2 International's 'key areas of interest' the most controversial of our areas is the concept of 'reflation'

Mark Newman
Mark Newman
K2 Asset Management

Earlier this year, K2 put out a note identifying Google as the 'next low hanging fruit' in International Equities; as a result we sold our Apple exposure and...

Mark Newman
Mark Newman
K2 Asset Management

The K2 Select International Fund invests in a series of Global Secular growth trends, which aim to grow regardless of the broader economic cycle

Mark Newman
Mark Newman
K2 Asset Management
4