AMM Webinars & Videos
Heather Rogers, Marketing Manager of AMM had a Q&A session with Romano Sala Tenna, Co-founder & Portfolio Manager of Katana Asset Management.
Katana has their ‘Katana Australian Equity Fund’ product in the Managed Funds section of our marketplace.
Recorded 2 December 2020, their discussion includes:
- Business and fund overview
- Investment philosophy and investment process overview for Australian equities
- Principals of 5 key investment disciplines
- Research criteria
- Stock examples
- Top down macro overlay with bottom up analysis
- Benefits of portfolio diversification
- Reasons why ASX could fall in coming months but predictions as to why it will actually rise