At the 2020 CDM Annual General Meeting, Chairman Karl Siegling initially 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. Karl and portfolio managers Charlie Gray...
Company Videos
Cadence Capital Limited September 2020 Quarterly Webcast
In this webcast, Karl Siegling firstly provides an update on the Company's performance, upcoming dividend payment and CDM's discount to NTA. Jackson Aldridge and Charlie Gray then discuss the portfolio's construction and some of the Company's current investment...
Cadence Opportunities Fund Entitlement Offer and Shortfall Offer Presentation (Closes on 30th November 2020)
In this Cadence Opportunities Fund Presentation Karl Siegling discusses in detail the upcoming Entitlement Offer and Shortfall Offer. This offer is open to both existing and new Cadence Opportunities Fund Investors. Please click here to view the Offer Information...
Cadence Opportunities Fund July 2020 Year-End Investor Presentation
In this online year-end investor presentation Karl Siegling, Jackson Aldridge, and Charlie Gray provide an update on the fund including its recent performance, strategy refresher, portfolio attribution, portfolio positions and the current investment themes emerging...
CDM June 2020 Investor Presentation Q & A Session
This is the Questions and Answers session following the June 2020 Cadence Capital Limited Investor Presentation.
June 2020 Cadence Capital Limited Investor Presentation
In this online investor presentation Karl Siegling provides an update on the fund including its recent performance, current holdings and positioning, and the key investment themes emerging in the portfolio. He also discusses the Company’s discount to NTA, tax asset,...