INVESTMENT UPDATE
December 2016
INVESTMENT UPDATE
December 2016

For the month of December 2016 Cadence Capital Limited returned a positive gross performance of 2.4% compared to an increase in the All Ordinaries Accumulation Index of 4.2%. For the first half of this financial year, Cadence Capital Limited has returned a positive gross performance of 9.8% compared to an increase in the All Ordinaries Accumulation Index of 9.9%.

As at the 31st December 2016 the fund was holding 21% cash (79% invested).

Fund NTA

 NTA Table

Fund Performance

Performance December

* Before Management and Performance Fees

**These numbers include the franking value of the substantial dividend from its RHG holding received in May 2011.

CDM Share Price and Option Returns plus Dividends & Franking

 Column Chart Performance

* CDM 1 year figures reflect the share price move from a premium to a discount to NTA

Fully Franked Dividends Declared Since Listing

Dividends Table

* Off market equal access buy back

Historic Portfolio Exposure

Exposure

Portfolio Sector Analysis

Portfolio Sectors

Top Portfolio Positions

Top Positions

Recent News Articles

Karl Siegling was featured in the latest Under the Radar Report discussing the reversal of the downward trend in resource stocks. View the Under the Radar excerpt here.

The Cadence Capital Limited 2016 AGM and Investor Briefing was held in November 2016. Karl Siegling and Chris Garrard, Portfolio Managers of Cadence Capital Limited, gave an update on the Company’s performance, discussed some of the Company’s stock holdings and discussed the outlook for 2017. Click here to watch the AGM & Investor Briefing webcast.

Please also find on our website a recently added book review ‘Masters of the Market – Secrets of Australia’s leading sharemarket investors’. To view all previous Cadence webcasts and press articles, please visit the Media Section of the website.

10 Books To Read Before Buying Your Next Stock

10 Books To Read Before Buying Your Next Stock

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.

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