At the 2020 CDM Annual General Meeting, Chairman Karl Siegling initially discusses the company’s performance over the past year and the opportunity which presents in the company’s shares trading at a discount to NTA. Karl and portfolio managers Charlie Gray and Jackson Aldridge then discuss a number of the company’s current positions and then Karl closes 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.