K2 Asset Management has been nominated as a finalist in the Standard & Poor’s Fund Awards 2011.
The team at DHM Private Wealth & Morrows Private Wealth are proud of the research that we undertake in finding the best fund managers for our clients. K2 Asset Management (K2) is a fund manager that we have used for several years during turbulent financial markets. During this time K2 has consistently outperformed benchmark return and delivered value for money for our clients. Read more about K2 Asset Management.
DHM Private Wealth aims for risk adjusted returns when looking at investment options for clients. This gives clients the ability to have investments which can grow, with the peace of mind to know that their portfolio has strategies to combat turbulent sharemarkets.
Our Investment Principles:
- Our primary strategy is to invest your portfolio in line with the optimal asset allocation.
- Our secondary focus is then on selecting the best available underlying investments to provide ‘alpha’ (added value) for your portfolio.
- To ensure that our optimal asset allocation is maintained, we will make recommendations to regularly rebalance your investment portfolio. =
- Diversification is implemented both on a broad asset allocation level and also on an underlying security level. Volatility is inevitable, but it can be managed.
- Our investment process aims to achieve consistent long-term absolute performance with minimal risk. We focus on risk adjusted returns, not high risk out-performance.
- The optimal asset allocation is structured with a long-term investment horizon to ensure that investment objectives can be achieved.
- Our portfolios are actively managed to enhance portfolio value. Active managers and active portfolio management can add value, particularly for direct investments.
- Portfolios are structured with low cost investment strategies via wholesale products and direct investments.
- Information is the key to efficiently managing the investment process. Independent external research, analytics, and timely advice drive decision making.
- Risk budgeting strategies can reduce correlations, blend high and low risk investments, and optimise portfolio risk adjusted returns.
- Our portfolios are fully invested to maximise returns, and implementation strategies involving tax, market timing, and fees are considered.
- Portfolios are structured to ensure investments are simple and easy to manage.
News Downloads
Download K2 Asset Management Article - Published in the Financial Standard | 14th of September 2009
Download K2 Internetion ARF - August 2009
