This webcast firstly gives an update on the fund’s performance before briefly discussing some of its top holdings. The webcast then discusses in some detail dividends for both current and future years and then gives an update on the take up of its Options (ASX code: CDMO). Finally the webcast discusses equity market performance over the past year highlighting some insights and potential opportunities.
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.