2017 Annual General Meeting – Video

January 9, 2018


In this video Karl Siegling, Alan Crozier and Chris Garrard, portfolio managers of Cadence Capital Limited, give an update on the Company’s performance, discussed some of the Company’s stock holdings and give a brief outlook for 2018.

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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.