Over the last financial year Cadence has been investing ‘with the trend’ rather than against it. We have invested further into global equities and into ASX listed offshore earners and avoided (or shorted) resource stocks. Overseas investments currently account for 59%...
Videos
Commsec Executive Series – Karl Siegling, Cadence Capital Managing Director
In this interview for Commsec’s Executive Series Karl Siegling, Cadence Capital Managing Director, discusses the fund’s latest performance and the current trends in the market.
Livewire Buy Hold Sell – Big Caps: TLS, BHP, WPL, NAB, COH
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. The recent sell off in equities has taken its toll on the big...
Livewire – Change in Management: An opportunity to reassess a stock (June 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. In this thematic discussion we look at the issue of changing...
Livewire – How to think about Australian grocery retailers with Simon Bonouvrie (June 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. In this thematic video discussion we look at the rapidly...
Quarterly Webcast March 2015
View the Quarterly Webcast for an update on fund performance, current NTA, the funds offshore investments along with an interview with Chris Garrard (Cadence Portfolio Manager) on domestic investments in Retail Food Group (RFG) and iiNet (IIN).