LIC spotlight: Katana Capital (KAT)

This week we focus on a little known fund with a sophisticated approach to equity markets.

Summary: Katana’s portfolio managers aim to combine the best parts of a range of different investment philosophies. It focuses on Australian listed companies and ranks management as the most important factor to consider when deciding whether to invest. The LIC pays quarterly dividends and is trading at a slight discount.

Key take out: Katana’s gross returns have beaten the benchmark every year except 2013, and the fund is trying to reduce costs to improve net returns.

Key beneficiaries: General Investors. Category: Shares.


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