"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...
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The Constant Investor interview – Cadence Capital: a dual-track approach
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...
Macquarie Group (MQG) breaks $100
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....
Cadence Capital Limited October 2017 Newsletter
For the month of October 2017 Cadence Capital Limited returned a positive gross performance of 5.8% compared to an increase in the All Ordinaries Accumulation Index of 4.1%. For the past 12 months, Cadence Capital Limited returned a positive gross performance of 20.8%...