Katana Capital Limited
Climate Impact & Sustainability Data (2020, 2021, 2021-08, 2023)
Reporting Period: 2020
Environmental Metrics
Climate Goals & Targets
Environmental Challenges
- Covid-19 pandemic and its impact on global markets.
- US policy uncertainty and potential damage.
- Escalating US-China trade tensions.
- Risk of a Democratic win in the US election and its potential negative impact on markets.
- Record corporate and government debt levels.
- Over-inflated valuations in some sectors.
- Lack of genuine earnings growth.
- Potential anxiety and volatility in Australia related to interest rate and capital payments, and government subsidies.
Mitigation Strategies
- Increased cash weighting and reduced illiquid holdings in response to the Covid-19 crisis.
- Deployment of capital during market weakness.
- Maintaining a diversified portfolio with a relatively high level of cash.
- Overweight positions in healthcare and technology sectors during the initial rebound, subsequently selling as valuations became optimistic.
- Style-agnostic approach and diverse investment orientations to capitalize on various market thematics.
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Period: 2021
Environmental Metrics
Climate Goals & Targets
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Period: 2021-08
Environmental Metrics
Climate Goals & Targets
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Period: 2023
Environmental Metrics
Climate Goals & Targets
Environmental Challenges
- Market volatility due to central bank efforts to combat inflation.
- Anticipated recession that did not materialize.
- Earnings decline impacting consumer spending and corporate profitability.
- Silicon Valley Bank collapse and subsequent bank failures.
- Uncertainty in global equity outlook.
Mitigation Strategies
- Defensive portfolio positioning with high cash weighting (35%).
- Diversified portfolio with a focus on capital preservation and long-term compounding.
- Cautious deployment of capital based on technical indicators.
- Active share of 77% and turnover of 1.2.