Cadence Capital Limited returned a positive gross performance of 1.5% in June, compared to the All Ordinaries Accumulation Index which was up 1.9% for the month. The top contributors to performance during June were Iris Energy, Meta Platforms, BHP Group, Sierra...
In this audiocast, Karl Siegling firstly discusses the Company’s recent performance, the interim dividend recently paid and the current composition of the portfolio. Karl then discusses some of CDO’s current investment themes and looks in detail at two of...
Cadence Opportunities Fund returned a negative gross performance of 4.3% in May, compared to the All Ordinaries Accumulation Index which was down 2.6% for the month. The top contributors to performance during May were Meta Platforms, Patriot Battery Metals and...
Cadence Capital Limited returned a negative gross performance of 2.7% in May, compared to the All Ordinaries Accumulation Index which was down 2.6% for the month. The top contributors to performance during May were Meta Platforms, Patriot Battery Metals and Netflix....
In this audiocast, Karl Siegling firstly discusses the Company’s recent performance, CDM’s Total Shareholder Return (incl. franking), CDM’s Share Price vs NTA and the current composition of the portfolio. Karl then discusses some of CDM’s current investment...
Cadence Opportunities Fund returned a negative gross performance of 1.0% in April, compared to the All Ordinaries Accumulation Index which was up 1.8% for the month. The largest detractors from performance during April were Tietto Minerals, Sierra Rutile, BHP Group,...