Katana Asset Management Limited

Katana Asset Management employs an all opportunity investment mandate being style, sector and market cap agnostic.

How can our services help you?

Katana Capital Limited

A Listed Investment Company with the sole purpose being to manage a portfolio of Australian Listed Equities.

How can our services help you?

Katana Australian Equity Fund

An open ended Wholesale Managed Investment Scheme domiciled in Australia.

How can our services help you?

About Katana Asset Management Limited

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 the services of Katana Asset Management as the exclusive manager to it’s Australian Equity portfolio.

Katana Asset Management employs an all opportunity investment mandate being style, sector and market cap agnostic. At the core of the investment philosophy is a belief that flexibility must be maintained within the investment mandate in order to deliver consistent out performance to the index throughout different economic and market cycles. For this reason Katana Asset Management’s investment approach could best be termed All Opportunity Benchmark Unaware.

The firm does not employ leverage, securities lending or short selling within it’s investment portfolio.

In January 2011 Katana Asset Management launched the Katana Australian Equity Fund for Sophisticated and Institutional Investors.

To view our latest quarterly performance report please click on the link below.

  • Download Katana Asset Management March Quarterly 2014

Contact Details

AddressAMP Building
Level 16, 140 St Georges Tce
Perth, Western Australia,
Australia, 6000

MailingGPO Box Z5364
ST GEORGES TCE
PERTH WA 6831

Telephone(08) 9220 9888

Fax(08) 9220 9820

Emailenquiries@katanaasset.com