Half Year Webcast December 2016

December 17, 2016

In this Webcast, Karl Siegling gives an update on the fund’s half year performance. He then discusses the recent reporting season and gives an update on some of the portfolio’s top holdings

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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.