Videos

External Interviews, News

Karl Siegling on Livewire Buy Hold Sell: 5 high quality big caps

March, 2018

In this episode of Buy Hold Sell Karl discusses his views on CSL Limited (ASX:CSL), Macquarie Group (ASX:MQG), Transurban (ASX:TCL), Sydney Airport (ASX:SYD) and REA Group (ASX:REA). Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match. […]

External Interviews, News

Karl Siegling on Livewire Buy Hold Sell: 3 thriving small cap financials

March, 2018

In this episode of Buy Hold Sell Karl discusses his views on Banks. When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it’s a headwind for banks, lending to small players is now an opportunity for a group of nimble, emerging lenders such as Homeloans (HOM) and Money3 […]

External Interviews, News

Karl Siegling on Livewire Buy Hold Sell: From darlings to dogs

March, 2018

In this episode of Buy Hold Sell Karl discusses his views on Retail Food Group and Domino’s Pizza, both of which have given investors severe indigestion over the last 12 months. Tune in to hear why drones dropping pizza in your mouth may not be worth a PE of 65 times.

Company Videos, News

Half Year Webcast December 2017

February, 2018

In this Webcast, Karl Siegling discusses the Company’s record profits for the first half of the year and details the stocks that performed well during this period. He then discusses the 6.2% fully franked interim dividend, the current portfolio and concludes with an update on the company’s outlook.

Company Videos, Featured Video, News, Videos

2017 Annual General Meeting – Video

January, 2018

In this video Karl Siegling, Alan Crozier and Chris Garrard, portfolio managers of Cadence Capital Limited, give an update on the Company’s performance, discussed some of the Company’s stock holdings and give a brief outlook for 2018.

External Interviews, News, Videos

The Constant Investor interview – Cadence Capital: a dual-track approach

December, 2017

Cadence Capital Limited has consistently outperformed the market since it listed in 2005. The key, according to its managing director Karl Siegling, is not to use fundamental or technical analysis in isolation, as many fund managers do, but rather to analyse one in the context of the other. As he rightly points out, conclusions based […]