Karl Siegling runs through the 16th November AGM presentation. Firstly he gives an update on the performance of the Australian market and then discusses the return of the fund since its inception. He then discusses the discount to NTA and what steps have been taken to...
Sky Business News Video Clip - Karl Siegling of Cadence Capital Limited discusses the Cadence Investment Philosophy
Karl Siegling firstly discusses the exposure of the fund in detail discussing how the fund enters and exits positions by scaling into and out of them. He then details the performance of the portfolio over the 2010 financial year followed by an update on sector and...
Karl Siegling firstly gives an update on the performance of the portfolio over the March 2010 quarter including an update on fund and sector exposure. He then discusses performance of individual stock positions before finishing off with a discussion of one of the...