K2 Capital (Pty) Ltd

At K2 Capital, we believe patience beats pressure. The market moves fast, but the smartest investors know that staying disciplined, avoiding hype, and focusing on long-term goals always wins. -Thoughtful decisions. - Calm mindset. - Sustainable growth.

The new K2 Collective is out. We provide detailed updates on local and offshore fund performance, annual asset class returns, and key market trends, including equity, fixed income, and currency movements. Never miss a month of insight. Join the K2 Collective now. Follow the link. https://lnkd.in/dRHDc7vN

The K2 Capital team is made up of highly skilled professionals dedicated to simplifying and safeguarding your wealth. Each member brings unique expertise, from financial planning to investment research, ensuring a holistic approach. Together, we focus on what matters most: your goals and peace of mind.

Private equity opens the door to investment opportunities beyond the public markets—backing innovative businesses, growth ventures, and transformative industries. At K2 Capital, we help clients navigate this space with a focus on diversification, long-term growth, and strategic partnerships. While private equity carries unique risks, it can deliver significant rewards for patient, disciplined investors. Our expertise ensures every opportunity is carefully selected, rigorously assessed, and aligned with each client’s financial goals.

On 31 July 2025, the South African Reserve Bank signalled a potential shift in its inflation strategy by announcing it will aim for the lower end of its 3%–6% band, effectively targeting 3%. However, Finance Minister Godongwana emphasised that this is not yet official policy and that due process must be followed. A joint statement by the finance ministry and SARB on the 1 September indicated that the technical work to assess this shift is nearing completion, with a formal announcement expected as soon as practicable. Against this backdrop, this week’s CPI release on Wednesday and SARB’s interest rate decision on Thursday will be closely watched. This potential shift could influence interest rates, investment returns, currency dynamics, and financial planning. In this month’s commentary, we explore the possible impacts on growth, portfolios, and economic stability, providing practical insights for clients. Read the full article in our K2 Compass monthly commentary. To receive these monthly commentaries follow the link below: https://lnkd.in/dRHDc7vN

Kim Kennedy brings a wealth of expertise to K2 Capital, having forged a highly successful career in investment management. Her journey began at Mercury Consolidated Holdings and RMB Asset Management, where she honed her skills in quantitative analysis, financial research and product development. As co-founder of K2 Capital alongside Philip, Kim plays a pivotal role in shaping the company’s direction. She leads wealth management research, oversees client reporting, and drives quantitative modelling to ensure strategies are both robust and innovative. Her analytical precision, combined with a deep commitment to client success, makes Kim an invaluable force in delivering K2 Capital’s promise of knowledge, service, and integrity.

The new K2 Collective is out. We provide detailed updates on local and offshore fund performance, annual asset class returns, and key market trends, including equity, fixed income, and currency movements. Never miss a month of insight. Join the K2 Collective now. Follow the link. https://lnkd.in/dRHDc7vN

We provide detailed updates on local and offshore fund performance, annual asset class returns, and key market trends, including equity, fixed income, and currency movements.⁠ ⁠ Never miss a month of insight. Join the K2 Collective now. Follow the link: https://lnkd.in/dRHDc7vN

In investing, it’s human nature to focus on what’s urgent rather than what’s important. Market dips make headlines. Volatility sparks anxiety. But true financial growth? That happens quietly—over months, years, and decades—compounding in the background while we go about our lives. At K2 Capital, we guide our clients to see beyond the noise. We focus on strategies that are resilient, patient, and built for the long term. Because the real measure of success isn’t avoiding every setback—it’s staying the course through them.

When you invest in a unit trust or model portfolio, it’s easy to focus on the fund name or past performance. But what actually drives your returns? This article takes you beyond the factsheet and into the engine room of your investments—where companies like Meta, Microsoft, and Nvidia are doing the heavy lifting. It looks at how these businesses shape long-term outcomes and why understanding what’s under the hood matters. Read the full article in our K2 Compass monthly commentary. To receive these monthly commentaries follow the link below: https://lnkd.in/dRHDc7vN #monthlycommentary #modelportfolio