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Banks approaching “maximum pessimism” and on the slide…

October, 2018

In this interview with Lucas Baird, Karl Siegling warns “Australian banks are on a slide and investors should keep their distance as the industry reaches, maximum pessimism. “Royal Commission, Hayne, conflicts of interest, vertical & horizontal integration, everything you’ve read in the paper – it may be that temporarily we have formed a point of […]

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Cadence Capital Limited September Newsletter

October, 2018

For the month of September 2018, Cadence Capital Limited returned a negative gross performance of 0.2%, compared to a decrease in the All Ordinaries Accumulation Index of 1.1%. As at the 30th September 2018 the fund is 83.9% invested (16.1% cash). On the 17th September 2018, the Company paid a 4.0 cent fully franked final dividend. This […]

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What it means to be a ‘contrarian’ investor

October, 2018

Emotions play a very big role in investing, but so does logic. In finance we often hear people say, “buy low, sell high” or “buy cheap stocks and sell expensive stocks”. You cannot fault the logic. It appeals to common sense, it makes intuitive sense and it should be a profitable strategy. But it is […]

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Moving beyond ‘The Lost Decade’

September, 2018

It is fast approaching the eleventh anniversary of the record high for the All Ordinaries Index, the high it set in November 2007 at 6,873. And while the index is within cooee of the old high, it has now been over a decade in which the market has failed to set a new high. This […]

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Cadence Capital Limited August Newsletter

September, 2018

For the month of August 2018, Cadence Capital Limited returned a negative gross performance of 2.5%. compared to an increase in the All Ordinaries Accumulation Index of 1.2%. As at the 31st August 2018 the fund is 85.5% invested (14.5% cash). On the 7th August 2018, the Company announced a 4.0 cent fully franked final dividend. This equates […]

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Cadence Capital Limited July Newsletter

August, 2018

For the month of July 2018, Cadence Capital Limited returned a gross performance of -0.1%. compared to an increase in the All Ordinaries Accumulation Index of 1.2%. As at the 31st July 2018 the fund is 82.5% invested (17.5% cash). On the 7th August 2018, the Company announced a record full year profit after tax of […]