K2 Opportunities Fund
From 15 February 2026, the K2 Australian Fund was renamed the K2 Opportunities Fund to reflect a change in investment strategy, allowing for global geographic exposure while maintaining an Australian bias.
The K2 Opportunities Fund primarily invests in Australian listed equities but will allocate capital to opportunities identified across developed global markets.
The Fund typically holds up to 80 different stocks in a range of global jurisdictions and sectors but may also hold up to 100% cash, depending on market conditions.
K2 Opportunities Fund investment philosophy
The K2 Opportunities Fund primarily invests in Australian listed equities but will allocate capital to opportunities identified across developed global markets. There are no predetermined exposure limits on overseas jurisdictions. K2 focuses on markets with sufficient liquidity, robust regulatory frameworks, and accessible custody and settlement infrastructure.
This approach allows K2 to dynamically allocate capital to jurisdictions offering the most attractive risk-adjusted opportunities. The Fund invests across a range of sectors that the Investment Manager determines will add greatest value.
The Investment Manager brings their own investment style and methodology to the portfolio, combining research with direct contact with companies, supported by an established framework of portfolio rules and guidelines. As a result, K2’s portfolios tend to be high conviction and index unaware. The Investment Manager will always examine key investment variables, however, it is the Investment Manager’s ability to identify major investment themes and catalysts on a timely basis that gives K2 its competitive advantage.
In addition to identifying undervalued stocks, K2 has the ability to actively manage equity market exposure and currency exposure as well as having the ability to short sell. These provide the Investment Manager with additional tools to deliver superior risk adjusted returns for our clients.
If you would like to receive the Target Market Determination (TMD) for this Fund, please contact us at invest@k2am.com.au.