This Quarterly Webcast gives an update of the fund’s performance and the portfolio’s outlook. In addition, Karl Siegling discusses the Company’s top holdings in Macquarie Group (MQG), Melbourne IT (MLB), Asciano (AIO) and Henderson Group (HGG).
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)Download Free EBook