Brad Shallard

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.
Bio last updated 06 Sep 2018

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Brad Shallard is linked to 2 organisations which are included in 3 lists - Fund Managers, Public Companies - Industrial and Stockbrokers.

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Total Shareholder Return as at 30/11/18

1 year TSR5 year TSR
333rdKatana Capital-6%2%
421stRefresh Group-18%12%
586thWestStar Industrial-43%-56%
611thHolista Colltech-46%-13%
679thAdvanced Braking Technology-56%-30%
741 WA (and selected non WA) listed companies ranked by 1 year TSR relative to other companies with similar revenue
Source: Morningstar


Co-Founder, Portfolio Manager
Year started and most recent title


88th↑Katana Capital$10.3m
89th↑WestStar Industrial$9.1m
90th↓Refresh Group$8.8m
92nd↑Holista Colltech$8.0m
93rd↓Advanced Braking Technology$7.9m
239 listed industrial companies ranked by revenue.
Source: Morningstar

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