Katana Asset Management is a disciplined and experienced Australian equity investment firm with a strong focus on capital preservation and independent investment strategies. Established over 19 years ago, the company has consistently outperformed both the All Ordinaries Index and Accumulation Index, demonstrating a robust and strategic approach to investment management.
The firm’s investment philosophy is unique, combining five key investment disciplines: Value Investing, Fundamental Analysis, Growth Investing, Technical Analysis, and Market Dislocations. This approach allows Katana to generate benchmark-unaware investment ideas and maintain flexibility across the entire ASX market. With the ability to move to cash when required, they prioritize generating sustainable competitive advantages for their clients.
At the core of Katana Asset Management is a team of three portfolio managers with over 70 years of combined experience, who are genuinely passionate about investing. Their commitment is further demonstrated by having less than 20% of their funds under management invested by their own staff. This alignment of interests, coupled with their proven track record of performance and disciplined investment approach, makes Katana a distinctive player in the Australian equity investment landscape.
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