ASX Investment Video – Karl Siegling ‘The Investor’s Dilemma’

September 18, 2017

Hope, fear, greed – how do you hold the course during periods of volatility? Karl Siegling, Portfolio Manager Cadence Capital shares with the ASX  how an active fund manager invests through the cycles and explains the dangers of that ‘comfortable feeling’ of holding too much cash.

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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.