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Shawn founded K2 & Associates Investment Management in 1998 after working as an Analyst for Working Ventures Canadian Fund from…
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Kelly joined K2 in August of 2008, and is currently the CEO of K2 & Associates Investment Management Inc. During…
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Andrew Kearns joined K2 as an Analyst in May 2015, and is currently a Portfolio Manager focusing on opportunities in…
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Francois joined K2 in February 2016. As a Portfolio Manager, Francois' responsibilities are focused on the firm’s merger arbitrage strategies…
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Charles joined K2’s investment team in the spring of 2017 and is currently a Portfolio Manager with a focus on…
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Todd Sikorski is the President and Chief Compliance Officer at K2. Prior to K2, Todd was an executive at Macquarie…
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Eric Balshin brought his extensive experience in equity and derivative long/short opportunities to K2 in February 2024, joining as an…
Read MoreFounded in December of 2000 as the flagship fund out of K2 & Associates Investment Management Inc. is a broadly diversified Canadian and U.S. portfolio that employs a variety of strategies including event driven
Read MoreOpened in October of 2009, it is a Trust that invests primarily in the K2 Principal Fund L.P. The trust is available for purchase through your authorized dealer via FundSERV. The Trust is eligible for registered accounts.
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Management team and their immediate families account for over 80% of the Assets Under Management (“AUM”)
Extensive access to deal flow and securities lending due to strong industry relationships
Proven strategies and investment team with a passion for learning and innovating
