Karl Siegling Discusses Top Portfolio Positions: MQG, MLB, AIO & HGG

In this video Karl Siegling discusses Cadence Capital Limited’s top portfolio positions:

  • Macquarie Bank (ASX:MQG)
  • Melbourne IT (ASX:MLB)
  • Asciano Limited (ASX:AIO)
  • Henderson Group PLC (ASX:HGG)

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Has the next Resources boom started?

Has the next resources boom started? Are resources gains sustainable? How does the Cadence Capital approach to investing take advantage of this? Two ‘live’ examples of current resource investments – Monadelphous Group Ltd (MND) and Fortescue Metals Group (FMG)

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Quarterly Webcast March 2017

Quarterly Webcast March 2017

In this Webcast, Karl Siegling gives an update on the fund’s performance and a brief outlook for the Company. He also discusses the portfolio’s holdings, and gives a detailed update of the Company’s largest holding Melbourne IT (ASX:MLB).

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