K2: We’re incentivised to perform
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 Fund (ASX:KII). When asked how they’ve achieved these returns Campbell Neal, the Portfolio Manager says “The big difference between K2 and most other fund managers in the country is that we have our interests directly in line with the client and we focus on performance rather than size. When active managers get too large they can’t trade the volatility and often they can’t beat the index. We cut off our funds at the red-cross, which is the optimum size where you can still maintain liquidity. ” K2’s exchange quoted Global Equities fund lists in mid-July. An FAQ sheet on KI is available here (VIEW LINK) and a copy of the PDS is on our website: (VIEW LINK)
Mark is a Co-Founder and Executive Director of K2 Asset Management. He is also the Joint-CIO for the K2 investment funds and focuses on the portfolio management of the Asian equity strategy.