Katana: Our shortlist of resources stocks

Livewire Exclusive

Livewire Markets

Romano Sala Tenna from Katana Asset Management says while it is too early to call an inflexion point on the resources sector he has been busy building a shortlist of stocks he wants to own. "We've certainly seen the bulk of the declines are out of the way and we're now starting to see some volatility up and down in resources around what might potentially be a bottom." For the first time since May 2014 Romano says he has just started putting a handful of BHP shares back into the portfolio. "We could be a bit early but often these moves happen quite quickly and we don't mind having a bit of exposure ahead of the curve and then building the bulk of the position once things have bottomed." Watch the video for a more detailed discussion and the other stocks on Romano's short list.


Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.