Investment Details
Investor Type
Hedge Fund
Asset Class Focus
Equities, Debt
Stage Focus
Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, Canada
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Transportation
- Consumer Services
- Industrial Goods
- Basic Materials
- Consumer Non-Durables
Investor Details Founded: 1998
K2 & Associates Investment Management Inc. is a Canadian multi-strategy hedge fund manager with over 20 years of experience in managing diversified portfolios. The firm employs various event-driven strategies, including merger arbitrage, long/short equity, private equity, restructurings, and activist investing, primarily focusing on North American equities and debt markets. Their flagship fund, The K2 Principal Fund L.P., was founded in 2000 and utilizes a range of hedging techniques to mitigate downside risk, including the extensive use of options where possible.
The firm's investment approach is designed to manage risk and build wealth, employing a variety of tools across diverse sectors. K2 & Associates is known for its active management style and seeks to surface value through strong analysis, strategy, and relationships. The firm has a well-earned reputation as a good partner, lead investor, and strong sponsor for companies looking for risk capital.
K2 & Associates emphasizes alignment of interests, with management and their immediate families accounting for over 80% of the assets under management. This significant personal investment reflects their commitment to protecting and growing client capital as if it were their own. The firm's deep industry relationships provide extensive access to deal flow and securities lending, fostering a culture of learning and innovation in its investment strategies.
Requirements
- Accredited investors
Contact
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Portfolio Companies
- Wesana Health Holdings Inc.
- Sprout AI Inc.
- The Hempshire Group Inc.
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