In Part II, Karl Siegling discusses the current portfolio, investments in Eclipx (ECX), Bingo Industries (BIN), Alibaba (BABA US) and Resimac (RMC) and the outlook for the year ahead.
Videos
March 2019 Quarterly Webcast
In this Webcast, Karl Siegling discusses the company’s performance, reviews the portfolios top holdings, discusses the discount to NTA of the Company’s share price and gives an update on the market outlook.
Half Year Webcast December 2018
In this Webcast, Karl Siegling discusses the company’s performance for the half year, including a detailed review of the top holdings. He then concludes with an updated outlook for the fund.
Seneca Live interview with Karl Siegling – Cycles & stocks
Jordan Travers & Luke Laretive sat down with Karl Siegling to chat stocks, strategy and the new Cadence Opportunities Fund.
2018 Annual General Meeting & Investor Briefing – Video
In this video Karl Siegling, Alan Crozier and Charlie Gray, portfolio managers of Cadence Capital Limited, give an update on the Company’s performance, discuss the Company’s top stock holdings and a brief outlook for 2019.
Presentation | Active investing through cycles
History has shown that investment opportunities can be missed in volatile markets. In this presentation recorded by Livewire at The Australian Shareholders Association LIC conference, Karl Siegling explains the new Cadence Opportunities Fund IPO which aims to...