Katana Capital

What Katana Capital does

Katana Capital, trading as Katana Asset Management, is a boutique Australian investment management firm founded in 2005 and headquartered in Cottesloe, Perth, Western Australia. The firm operates two products: the unlisted Katana Australian Equity Fund and the ASX-listed Katana Capital Limited (ticker: KAT), a listed investment company that provides exchange-traded exposure to the fund's strategy. Its investment process is described as combining five traditional disciplines — value investing, fundamental analysis, growth investing, technical analysis, and market dislocations — to generate "benchmark-unaware" ideas across the entire ASX with the flexibility to move to cash.

The firm is staffed by 3 portfolio managers with over 70 years of combined investment experience, supported by a small (1-10 employee) head office team. The core technology is the discretionary multi-discipline investment process itself; no quantitative, algorithmic, or data-engineering infrastructure is described. The revenue model is straightforward fund management: management fees charged as a percentage of funds under management on the unlisted fund, supplemented by the LIC vehicle. Distribution occurs via the Olivia123 investment platform, direct investor relationships, and financial adviser networks — the latter explicitly cited by named adviser testimonials as a long-term partner channel.

Geographically and regulatorily the business is confined to Australian residents only, operating under AFSL 288412 and registered as a proprietary company (ACN 106 327 495). Marketing relies on content (blog, newsletter subscriptions), earned media across major Australian financial outlets (AFR, Sydney Morning Herald, The Australian, Livewire, ABC Business News, ShareCafe, FirstLinks), and organic social channels (Facebook, Twitter/X, LinkedIn, YouTube). The primary customer segments are individual long-term Australian investors and financial advisers/wealth managers constructing client portfolios.

Name

Katana Capital

Legal name

Katana Asset Management

Website

https://katanaasset.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Katana Capital (ASX: KAT) is a Perth-based boutique Australian investment manager operating the Katana Australian Equity Fund, a benchmark-unaware active equities strategy combining value, fundamental, growth, technical, and market-dislocation disciplines, serving Australian individual investors and financial advisers.

Ownership category

akta.pro rank

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fund Management Fees: Fund management fees charged to investors in the Katana Australian Equity Fund. Revenue is generated through management fees as a percentage of funds under management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Katana Capital is an Australian boutique investment management firm that manages Australian equities through the Katana Australian Equity Fund, an actively managed concentrated portfolio. The firm also operates Katana Capital Limited, an ASX-listed investment company (LIC) providing investors with direct listed access to the same investment strategy. The firm employs a benchmark-unaware, multi-disciplinary investment approach with a focus on capital preservation.

Product overview

Katana Capital operates as an asset management firm offering two main investment products: the Katana Australian Equity Fund (an actively managed equities fund) and Katana Capital Limited (a listed investment company). The fund has operated for over 20 years and combines five key investment disciplines—Value Investing, Fundamental Analysis, Growth Investing, Technical Analysis, and Market Dislocations—to generate benchmark-unaware investment ideas with a focus on capital preservation in Australian equities. The firm is led by 3 portfolio managers with over 70 years of combined experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Katana Australian Equity Fund
• Katana Capital Limited (LIC)

Quantifiable outcome

• Outperformed both the All Ordinaries Index and Accumulation Index since inception over 20+ years

Named customers3 records

Segments2 records

Ideal customer profiles2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Market position

Weaknesses5 records

Competitive moat4 records

Customer concentration

• Xx.com/katanaasset
• YouTubeyoutube.com/playlist?list=PLD7T6M5hHcymnijTKC2x4MqXtEJSqZ1Vz
• Facebookfacebook.com/katanaasset
• LinkedInlinkedin.com/company/katana-asset

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Katana Capital