December 2017

For the month of December 2017 Cadence Capital Limited returned a positive gross performance of 0.1% compared to an increase in the All Ordinaries Accumulation Index of 2.0%. For the past 12 months Cadence Capital Limited returned a positive gross performance of 23.3% outperforming the All Ordinaries Accumulation Index by 10.8%.

As at the 31st December 2017 the fund held 19.0% cash (81.0 invested).

Fund NTA

Fund Performance

CDM Share Price and Option Returns plus Dividends & Franking

Fully Franked Dividends Declared Since Listing

Historic Portfolio Exposure

Portfolio Sector Analysis

Top Portfolio Positions

Recent News Articles

At our recent Annual General Meeting shareholders were introduced to Charlie Gray, a new member of our Cadence Investment team. During the AGM Karl Siegling, Alan Crozier and Chris Garrard, portfolio managers of Cadence Capital Limited, gave an update on the Company’s performance, discussed six of the Company’s stock holdings and gave a brief outlook for 2018. To view our AGM webcast please visit Cadence Capital 2017 Annual General Meeting.

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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.