Quarterly update from K2 Asset Management CIO - David Poppenbeek
By K2 CIO - David Poppenbeek April 2021
David gives a brief market update and goes through the K2 Small Cap Fund which returned +69% vs a year ago (after fees as of 31 March 2021) which is well above the benchmark (BM) by +16.9%. The fund is a listed exchange traded quoted managed fund on the ASX (ASX code: KSM).
The video presentation also explores market valuations and how the playing field is finally tilting in favour of small companies.
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