Katana Asset Management - Investment Objective

Objective         

Maximise risk adjusted returns to shareholders throughout all economic and   market cycles.

Approach

Assess all opportunities, both long and short term, blue chip and emerging, fundamentally sound and market driven.

Stock Selection

Think independently but act in unison with the market. Do this by combining the best precepts of :

- Value Analysis

- Fundamental Analysis

- Technical Analysis

- Market Experience and Observation

Portfolio Composition

Extensive diversification across 50-75 individual companies with strict limits on the maximum amount of capital that can be deployed into any one investment subject to the market capitalisation and liquidity profile of the underlying company.

Personal Attributes

Patience, confidence and self belief always with an eye on capital preservation.