Karl Siegling Discusses Top Portfolio Positions: MQG, MLB, AIO & HGG

August 2, 2016

In this video Karl Siegling discusses Cadence Capital Limited’s top portfolio positions:

  • Macquarie Bank (ASX:MQG)
  • Melbourne IT (ASX:MLB)
  • Asciano Limited (ASX:AIO)
  • Henderson Group PLC (ASX:HGG)

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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.