K2 Asset Management is changing its stock selection process, one of the three key areas where it adds value to its Select International Fund.
It is removing dedicated regional allocations so all stocks selected will compete for capital under one investment process
The number of portfolio stock holdings will likely drop from 100-120 to 50-70 and fund turnover will fall. K2 expects that these changes will increase conviction and enhance performance.
| « FNZ looks to expand | Sovereign rating affirmed » |
Special Offers
No comments yet
Sign In to add your comment
© Copyright 1997-2024 Tarawera Publishing Ltd. All Rights Reserved