Performance. Process. People. Passion.
Experienced & Disciplined Asset Management with a focus on capital preservation, exclusively investing in Australian Equities
The Katana fund has been operating for more than 17 years.
Click here to see our long term performance.
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The Katana Approach – “Investing Differently”
With the flexibility to invest across the entire ASX and move to cash as required – the team at Katana Asset Management aim to generate independent “benchmark unaware” investment ideas whilst acting in unison with the market. We combine the best precepts of the 5 key investment disciplines being Value Investing, Fundamental Analysis, Growth Investing, Technical Analysis and Market Dislocations; Katana is able to deliver a sustainable competitive advantage to our clients.Learn More
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.