Quarterly Webcast July 2016
This Quarterly Webcast gives an update of the fund’s performance and the portfolio’s outlook. In addition, Karl Siegling discusses the Company’s top holdings in Macquarie Group (MQG), Melbourne IT (MLB), Asciano (AIO) and Henderson Group (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.