For the month of January 2017 Cadence Capital Limited returned a negative gross performance of 0.5% compared to a decrease in the All Ordinaries Accumulation Index of 0.8%. For the financial year to date, Cadence Capital Limited has returned a positive gross performance of 9.2% compared to an increase in the All Ordinaries Accumulation Index of 9.1%.
As at the 31st January 2017 the fund was holding 20% cash (80% invested).
* 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
* CDM 1 year figures reflect the share price move from a premium to a discount to NTA
Fully Franked Dividends Declared Since Listing
* Off market equal access buy back
Historic Portfolio Exposure
Portfolio Sector Analysis
Top Portfolio Positions
Recent News Articles
Karl Siegling was featured in the January ASX Investor Update Newsletter with his article ‘Is the next resources boom starting’. The article was also featured by Share Café ‘Are we in a resources boom … or not?’.
Cadence Capital was also quoted extensively in an AFR article on Macquarie Bank (MQG), one of the fund’s largest positions ‘Macquarie Group’s Nicholas Moore eyes mooted US tax cuts, infrastructure spend.’
Please also visit our 52 books you should read before buying your next stock section on the Cadence website to view two new recently added titles.
To view all previous Cadence webcasts and press articles, please visit the Media Section of the website.
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.