For the month of November 2016 Cadence Capital Limited returned a positive gross performance of 0.8% compared to an increase in the All Ordinaries Accumulation Index of 2.5%. For the first five months of this financial year, Cadence Capital Limited has returned a positive gross performance of 7.2% outperforming the All Ordinaries Accumulation Index by 1.7%.
As at the 30th November 2016 the fund was holding 27% cash (73% invested).
* After the 4.0 cent fully franked final Dividend paid on the 27th October 2016
* 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
The Cadence Capital Limited 2016 AGM and Investor Briefing was held on Friday, 25 November 2016. Karl Siegling and Chris Garrard, Portfolio Managers of Cadence Capital Limited, give an update on the Company’s performance, discuss some of the Company’s stock holdings and discuss the outlook for 2017. Click here to watch the AGM & Investor Briefing webcast.
We also recently released our Quarterly Webcast in which details fund performance and outlook.
Please also find on our website a recently added book review, Buffett – The Making of an American Capitalist by Roger Lowenstein.
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.