Overview of Katana Capital
Katana Capital will combine its listed investment company structure with the proven ability of its Manager to provide investors with access to comprehensive investment techniques aimed at providing strong capital and income returns.
The Company and the Manager share similar investment philosophies. The role of the Company is to assess and monitor the Manager and liaise with the Manager with respect to its Mandate as detailed in the Management Agreement. In addition, the Company will seek to identify appropriate investment opportunities for review by the Manager.
The philosophy shared by the Company and Manager is summarised in the table below:
OBJECTIVE |
Maximise risk-adjusted returns to Shareholders |
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APPROACH |
Assess all opportunities, both short and long term; blue chip and emerging; fundamentally sound and market driven |
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STOCK SELECTION |
Think independently, but act in unison with the market. Do this by combining the best precepts of:
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PORTFOLIO COMPOSITION |
An appropriate level of diversification to manage potential risks associated with the desired emphasis on (but not restricted to) companies outside of the ASX S&P 100. |
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PERSONAL ATTRIBUTES |
Patience, confidence and self-belief but always with an eye towards capital preservation |
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