Cadence Opportunities Fund

2018 Annual General Meeting & Investor Briefing – Video

December 3, 2018


In this video Karl Siegling, Alan Crozier and Charlie Gray, portfolio managers of Cadence Capital Limited, give an update on the Company’s performance, discuss the Company’s top stock holdings and a brief outlook for 2019.

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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.