Brad Shallard

Co-Founder, Portfolio Manager / Katana Capital

Most Notable Role

Brad Shallard has more than 20 years of financial experience. He commenced as a tax accountant in 1994 and then transitioned into financial planning. In 1995, he moved into stockbroking at William Noall. In 2001, Mr Shallard joined Johnson Taylor Potter which was subsequently assumed by Bell Securities to form Bell Potter Securities. In 2003, he co-founded Katana Asset Management.

Lists and Charts

Revenue

Rank	Company	#
126^th	Katana Capital	$3.71m
127^th	Artrya	$3.69m
128^th	icetana	$3.68m
129^th	DigitalX	$3.59m

196 public companies - industrial WA ranked by total revenue

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Roles

2003

Co-Founder, Portfolio Manager

Katana Capital

Year started and most recent title

Total Shareholder Return as at 02/12/24

Rank	Company	1 Yr	5 Yr
696^th	BTC Health">BTC Health	9.67%	-10.64%
697^th	Ark Mines">Ark Mines	9.53%	46.58%
698^th	Katana Capital">Katana Capital	9.37%	10.67%
699^th	Clime Investment Management">Clime Investment Management	9.36%	-5.24%
700^th	Gullewa">Gullewa	9.21%	16.53%

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1767 WA (and selected non WA) listed companies ranked by 1 year TSR relative to other companies with similar revenue
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Related Information

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Brad Shallard is linked to 2 organisations which are included in 2 lists - Stockbrokers & Financial Advisers and Public Companies - Industrial WA.

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