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The Katana Approach

The team at Katana Asset Management strive to think independently but act in unison with the market. By combining the best precepts of the 5 key investment disciplines being value investing, Fundamental Analysis, Growth Investing, Technical Analysis and Market Dislocation and Reversion to Mean, Katana is able to deliver a sustainable competitive advantage to our clients.

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Why Our Clients Choose Us

We are passionate about what we do. We invest alongside our clients and strive to get the best returns for all.

“I’ve known and dealt with the Katana team since inception and have found them very astute and knowledgeable investors who are always happy to discuss and share their opinions on investing.”
Simeon B

“I first invested in Katana in December 2005. Since that time I have received nearly 30 dividend cheques. The recent move to quarterly dividends comes in really handy.”
Teresa F

“I first met the team at Katana in 2012. As a professional adviser, I look to align myself with teams that are hard-working, performance-oriented and above all else act with integrity. In Katana we have found such a partner.”
Damian J

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