This introductory webcast discusses the Cadence Opportunities Fund ( ASX Code: CDO ). CDO will have a greater focus on shorter term price trends. The Prospectus is currently available on our website and will be open for investment over the coming...
News
September 2018 Webcast
In this Webcast, Karl Siegling discusses the company’s performance for the September 2018 quarter, including a more detailed review of two current positions in the portfolio, ARQ Group (ASX:ARQ) and Teva Pharmaceutical Industries (NYSE:TEVA). He then concludes with...
Banks approaching “maximum pessimism” and on the slide…
In this interview with Lucas Baird from RFI Group, Karl Siegling warns "Australian banks are on a slide and investors should keep their distance as the industry reaches, maximum pessimism." “Royal Commission, Hayne, conflicts of interest, vertical & horizontal...
Cadence Capital Limited September Newsletter
For the month of September 2018, Cadence Capital Limited returned a negative gross performance of 0.2%, compared to a decrease in the All Ordinaries Accumulation Index of 1.1%. As at the 30th September 2018 the fund is 83.9% invested (16.1% cash). On the...
What it means to be a ‘contrarian’ investor
Emotions play a very big role in investing, but so does logic. In finance we often hear people say, “buy low, sell high” or “buy cheap stocks and sell expensive stocks”. You cannot fault the logic. It appeals to common sense, it makes intuitive sense and it should be...
Moving beyond ‘The Lost Decade’
It is fast approaching the eleventh anniversary of the record high for the All Ordinaries Index, the high it set in November 2007 at 6,873. And while the index is within cooee of the old high, it has now been over a decade in which the market has failed to set a new...