At the 2020 Cadence Opportunities Fund Annual General Meeting and Investor Briefing, Chairman Karl Siegling initially gives an update on the company’s performance and the Rights Issue and Shortfall Offer. Karl and portfolio managers Charlie Gray and Jackson Aldridge then discuss a number of portfolio positions and then close off with the outlook for 2021.
Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.
The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.
Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.