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.
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.
“There was nothing specific happening in the market apart on Thursday from a general appetite to get towards 6,000 points,” says Karl Siegling, portfolio manager at Cadence Capital. “The last time the All Ordinaries broke through 6,000 points was 11½ years ago and it’s a barrier that has been tested already twice this year. From […]
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 […]
Back in November 2012, we told shareholders at our AGM that we had started scaling into MQG at $24 after it hit a low around $17. The audience started laughing! Last week we held our 2017 AGM and the share price was nudging $100. Today MQG finally broke through $100. Back in 2012, the share […]