2016 Annual General Meeting | Video

December 12, 2016

In this video of the Cadence Capital Limited 2016 AGM, Karl Siegling and Chris Garrard, portfolio managers of Cadence Capital Limited, give an update on the Company’s performance, discuss some of the Company’s stock holdings and discuss the outlook for 2017.

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Riding the Resources and Mining Services Tailwinds
  • The inter-relationship between commodity prices, resource and mining services company profits
  • The mining services cycle
  • Where we are in the cycle?
  • Examples of recent mining services investments:
    • Emeco Holdings (ASX: EHL)
    • Macmahon Holdings (ASX: MAH)
    • Boom Logistics (ASX: BOL)

Cadence Capital Limited (ASX: CDM) is one of Australia’s top performing Listed Investment Companies.