Cadence Capital Limited returned a gross performance of 1.4% during the month of November 2019 compared to an increase in the All Ordinaries Accumulation Index of 3.1%. For the month, the largest contributors to the performance were Resimac Group, Shine Corporate and...
News
2019 CDM Annual General Meeting & Investor Briefing – Video
At the 2019 CDM Annual General Meeting, Chairman Karl Siegling firstly discusses the company’s performance over the past year and the opportunity which presents in the company’s shares trading at a discount to NTA. Independent director Jenelle Webster then...
September 2019 Quarterly Webcast
In this webcast, Karl Siegling firstly provides an update on the Company’s performance and then discusses CDM’s discount to NTA. He then discusses the portfolio construction and some of the Company’s top stock holdings, and then finishes with an update on the...
Cadence Capital Limited October Newsletter
Cadence Capital Limited returned a negative gross performance of 1.0% during the month of October 2019 compared to a decrease in the All Ordinaries Accumulation Index of 0.4%. For the month, the largest detractors from performance were Champion Iron, Eclipx Group,...
Cadence Capital Limited September Newsletter
Cadence Capital Limited returned a negative gross performance of 1.3% during the month of September 2019 compared to an increase in the All Ordinaries Accumulation Index of 2.1%. For the month, the largest detractors from performance were ARQ Group, Ausnutria Dairy...
Cadence Opportunities Fund June 2019 Year End Webcast
In this webcast, Karl Siegling discusses the funds strong performance since its inception. He then gives a refresher on the fund’s investment strategy and how it differs from Cadence Capital Limited. He then discusses the current portfolio holdings and gives an...