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Fundie says this ASX non-bank lender is ripe for a rally

K2 Asset Management’s chief investment officer, David Poppenbeek, says small caps are in a “generational sweet spot”.

Joanne Tran
Joanne TranMarkets reporter
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David Poppenbeek is chief investment officer and lead portfolio manager of K2 Asset Management’s Australian small-cap fund. The Melbourne-based firm oversees about $4.6 billion in assets.

Which stock in your fund has the most near-term upside?

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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com
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    Original URL: https://www.afr.com/markets/equity-markets/fundie-tips-this-asx-non-bank-lender-is-ripe-for-a-rally-20241219-p5kzma