Cadence Capital Limited returned a gross performance of 2.3% during July 2019. Stocks that contributed positively during the month were Bingo Industries, Eclipx Group, Resimac Group, Strike Energy and Treasury Wine Estates. The largest detractor for the month was...
Newsletters2
Cadence Capital Limited June Newsletter
Cadence Capital Limited returned a negative gross performance of 4.3% in June. The negative performance for the month was primarily caused by the portfolio’s holding in ARQ Group, which had an earnings downgrade during the month. Axcess Today and Vocus Communications...
Cadence Capital Limited May Newsletter
Cadence Capital Limited returned a negative gross performance of 1.5% in May, compared to an increase in the All Ordinaries Accumulation Index of 1.7%. For the month, the largest contributors to the Company’s performance were Champion Iron and Money3 Corporation...
Cadence Capital Limited April Newsletter
Cadence Capital Limited returned a positive gross performance of 3.5% in April, outperforming the All Ordinaries Accumulation Index by 1.0%. For the month, the largest contributors to the Company’s performance were DeepGreen Metals, Qualcomm, Seven Group, Stanmore...
Cadence Capital Limited March Newsletter
For the month of March 2019, Cadence Capital Limited returned a negative gross performance of 1.9% compared to an increase in the All Ordinaries Accumulation Index of 0.7%. For the month, the largest contributor to the Company’s performance was Shine Corporate and the...
Cadence Capital Limited February Newsletter
For the month of February 2019, Cadence Capital Limited returned a positive gross performance of 3.0% compared to an increase in the All Ordinaries Accumulation Index of 6.1%. For the month, the largest contributors to the Company’s performance were ARQ Group,...