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
1. Principals of 5 key investment disciplines
2. Research criteria
3. Stock examples
4. Top down macro overlay with bottom up analysis
• Performance v’s All ordinaries and Accumulation index
1. Benefits of portfolio diversification
• Katana’s people
• Positioning and market outlook
1. Reasons why ASX could fall in coming months but predictions as to why it will actually rise