In Focus: Katana Australian Equity Fund

Romano Sala Tenna

The Katana Australian Equity Fund (KAEF) is a long-only, actively managed investment fund that invests in a range of Australian listed companies. Since inception in December 2005, it has outperformed the All Ordinaries index by 163.7%, or 7.21%p.a. net of fees.

We run a top down macro overlay with bottom up stock analysis. So we’re constantly looking for tailwinds that might drive our preferred sectors, as well as the best companies from a bottom-up perspective that can perform irrespective of the current momentum.

In this Fund In Focus, we explain some of the key aspects of our Australian Equity offering, including an example of a stock that passes our rigorous 10-point checklist.

Further insights

Wouldn’t you feel better knowing that your money is being managed by a team of professional investors with 100+ years of combined investment experience? Find out more


Romano Sala Tenna

Katana Asset Management (AFSL Number 288412) was founded in September 2003 as a boutique investment management firm specialising in Australian Equities. In September 2005 Katana Capital Ltd, an ASX listed investment company (ASX code KAT), engaged...

Expertise

Comments

Please sign in to comment on this wire.