Our philosophy is underpinned by four long held investment beliefs:
We believe a combination of Fundamental and Technical research has a greater probability of producing higher returns than either Fundamental or Technical research alone.
We see the ‘Entry and Exit’ strategy (Technical) to be as important as the investment decision (Fundamental).
Cadence considers having an ‘open mandate’ (which allows the company to invest in any listed equity and have the ability to allocate between equities and cash), as a key tenant in our approach to managing money
Having the ability to take both long and short positions assists in generating excess returns.
We overlay our fundamental analysis with technical analysis to see how the stock is trending before making any investment decision.
The Company’s Open Mandate allows us to invest in any listed equity and to allocate between cash and equities depending on how individual stocks in our portfolio are performing.
Many fund managers are restricted on the shares they can invest in; as well as the levels of cash they can hold.
All potential and current portfolio positions are managed and monitored within the Company’s proprietary Cadence Dashboard.