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