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PERFORMANCE
The Katana Australian Equity Fund has significantly out-performed both the All Ordinaries Index and Accumulation Index since inception in December 2005.
PROCESS
We take a macro overlay approach to determine weighting to equities or cash, opportunities in specific sectors and themes and then use bottom up analysis to drive investment into specific companies.
PEOPLE
The investment team consists of 5 portfolio managers with over 100 years of combined experience, which contributes to an inquisitive and robust decision making process.
PASSION
Our team is passionate about what we do because our futures ride alongside those of our investors. We demonstrate a strong alignment of interests, stewardship of funds and intrinsic respect for shareholders.
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