Investment objective 

Katamaran will aim to generate absolute returns in all market environments through Alpha generation over the cycle with lower volatility and correlations than peers (HFRXEH and MSCI AC World Net Dividend Total Return). 

Investment strategy

At the core of Katamaran's philosophy lies the conviction that the most promising source of alpha lies in pinpointing areas experiencing change driven by innovation. The team adeptly identifies instances where such change is temporarily mispriced, recognising that consensus sell-side estimates and expectations often lag behind the impact of these transformative shifts. 

The team employs a robust fundamental approach to stock selection, underpinned by a clear bottom-up process for identifying and investing in target companies. A key principle of the process is the feedback employed by the team to ensure that decisions are continually assessed and monitored from multiple angles including factor tilts. This robust approach underscores the firm's commitment to delivering alpha to its investors.