#5 - Romano Sala Tenna | Breaking The Mould In The Australian Share Market
The Rate Of Change · Murdoch Gatti
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Show Notes
Romano Sala Tenna is one of the founders and portfolio managers at Katana Asset Management to discuss their long-only, listed ASX investment strategy.
Katana’s approach was setup to challenge artificially imposed constraints on managing money. They achieve this by not being limited to index weightings, sectors, thematic or company sizes, whilst being comfortable to remain weighted heavily in cash for extended periods until the right opportunities arise.
The fund's IRR on average is 15.41% over 1 year, 14.78% over 3 years, 12.36% over 5 years and 10.13% since inception.
Romano's investment style is predominately bottom-up investing with technical overlay, whilst targeting trend following contrarian opportunities.