INVESTMENT UPDATE

May 2018

For the month of May 2018 Cadence Capital Limited returned a positive gross performance of 1.8% compared to an increase in the All Ordinaries Accumulation Index of 1.4%. For the current financial year, Cadence Capital Limited has returned a positive gross performance of 17.1% outperforming the All Ordinaries Accumulation Index by 6.6%.

As at the 31st May 2018 the fund is 72.4% invested (27.6% cash).

Fund NTA


* These figures are after the 4.0 cent fully franked interim dividend paid on the 23rd April 2018

Fund Performance


* Before Management and Performance Fees

CDM Share Price and Option Returns plus Dividends & Franking

Fully Franked Dividends Declared Since Listing

* Off market equal access buy back

Historic Portfolio Exposure

Portfolio Sector Analysis

 

Top Portfolio Position

Recent News Articles

Please view our March 2018 Cadence Capital Limited Quarterly Webcast detailing the stocks that have performed well during this period, and then discussing two stocks in our portfolio, Noni B (ASX: NBL) and Shine Corporation (ASX: SHJ). In the webcast, Karl Siegling also announces the plan of launching a new Listed Investment Company called the Cadence Opportunities Fund in the new financial year.

Cadence’s 12-part Investing Series Article 4: How useful is fundamental analysis?, Article 5: Five traps in using the PE metric and Article 6: Five traps in using the Dividend Yield featured on Livewire.

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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.