This Quarterly Webcast gives an update of the fund’s performance and the portfolio’s outlook. In addition, Karl Siegling discusses the Company’s top holdings in Macquarie Group (MQG), Melbourne IT (MLB), Asciano (AIO) and Henderson Group (HGG).
Videos
Quarterly Webcast May 2016
This Quarterly Webcast gives an update of the fund’s performance, information about the Company's 5.0 cent interim dividend and an update on the Company's outlook . In addition, Karl Siegling shares his views on Macquarie Bank (MQG).
Simon Bonouvrie on Livewire Buy Hold Sell: Winners from emerging trends
In this episode of Buy Hold Sell Livewire looks at three companies trying to exploit the structural shifts in infrastructure, demographics, technological disruption and emerging export markets.
Livewire interviews Karl Siegling | Powerful themes remain intact for 2016
Karl Siegling says rather than looking for what has changed in 2016 investors should turn their attention to the powerful themes that shaped investment returns in 2016.
Livewire Buy Hold Sell Featuring Simon Bonouvrie – What's in store for the retailers this Christmas?
Video by Livewire Markets. Livewire Markets brings together the most relevant and informed insights from leading fund managers and investment professionals. The Cadence Team contributes to Livewire Markets. In this video Livewire video the panel, including Simon...
Livewire Buy Hold Sell Featuring Simon Bonouvrie – The worst 5 of 2015
Video by Livewire Markets. Livewire Markets brings together the most relevant and informed insights from leading fund managers and investment professionals. The Cadence Team contributes to Livewire Markets. Cadence Portfolio Manager Simon Bonouvrie discusses the five...