Company Profile

Introduction

Established in 1999 K2 Asset Management Ltd is an Australian based equity fund manager. It is wholly owned by K2 Asset Management Holdings Ltd which is a publicly listed company on the Australian Securities Exchange with the majority owned by the directors and employees of K2.

Since inception we have been recognised as a leading fund manager delivering consistent performance. Our achievements make us a leading investment choice – not only amongst specialist funds but also as an alternative to mainstream fund management brands.

At K2 we are focused on our ability to deliver a strong and well-implemented investment strategy. We base this strategy on always keeping a watchful eye on the equity markets and having the right processes and people to achieve successful outcomes over time.

With market volatility an increasing fact of life we know that capital protection is paramount. We
invest in equity markets to generate growth but also are focused on protecting our clients gains during volatile periods.

K2's funds are available for institutional and retail investors and can be accessed directly or via a range
of investment platforms.

Our results support the success of this strategy.

At K2, we know vigilance rewards.

Vigilance Rewards

K2 believes vigilance rewards. Our investment managers remain ever watchful of market conditions making active decisions to deliver positive returns. Their focus includes capital protection across
K2's six funds.

Our Philosophy

Watchfulness and adaptability.

This underscores everything K2 does and is what shapes our behaviour.
We understand equity market conditions can change rapidly.

We also know clients want both capital returns and protection.
We respond quickly and effectively to changing conditions to deliver the results
our clients have come to expect.

Investment Process

At K2, we empower our managers to be both active and decisive.

They monitor the market - not just daily but hour by hour tapping into the latest trends and best
performing companies. They act quickly and efficiently whatever the market conditions.

K2's flexible investment style enables it to tailor its approach according to the current phase of the economic cycle.

We specialise in equity investment across major global markets.

In volatile equity markets, K2 believes all investment portfolios benefit from the inclusion of a fund
that provides capital protection.

Ability to Adapt

We recognise there are many opportunities and risks present when investing in equity markets.
What sets K2 apart is our ability to adapt – to make an active call as soon as we see the need.

We can change direction quickly and effectively. Our business model is about being empowered to
adapt to market conditions.

Our fund managers have the knowledge and experience to back their own judgement. We are agile and responsive: we can buy long, short, or move to cash in a short time frame as market conditions change. K2 is small and nimble, capacity limits on the funds have been determined to enable continued performance, flexibility and liquidity.

K2 operates within a framework focused on the needs of our clients: to deliver upside growth and
downside protection.

It's the knowledge and insight of the K2 team that enables us to deliver such strong positive net returns.

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