Our AGM and Investor Briefing will be held at the Museum of Sydney, Warrane Theatre, Corner of Bridge and Phillip Streets, Sydney, NSW 2000 at 2:00pm (AEDT) on Thursday 22nd November 2018. If you would like to dial into the AGM remotely, please click here to register.
* Gross Performance: before Management and Performance Fees
CDM Share Price and Option Returns plus Dividends & Franking
Fully Franked Dividends Declared Since Listing
Historic Portfolio Exposure
Portfolio Sector Analysis
Top Portfolio Position
We are pleased to announce that the Prospectus is now open for Cadence Opportunities Fund (ASX:CDO). All CDM shareholders and newsletter readers have a priority offer to this IPO. Please feel free to watch a short introductory Webcast about this fund and read the Independent Investment Research (IIR) report, which has a Recommended rating. The Fund will have a greater focus on shorter-term price trends than CDM and will look to capture alpha from these shorter-term price trends. Whilst the CDO prospectus is open CDM will be announcing its NTA to the ASX on a weekly basis.
In October we released our September 2018 Webcast, Karl Siegling discusses the company’s performance, including a detailed review of two current positions in the portfolio, ARG Group (ASX:ARQ) and Teva Pharmaceutical Industries (NYSE:TEVA).
Karl Siegling warns “Australian banks are on a slide and investors should keep their distance as the industry reaches, maximum pessimism” in an interview with RFI Group’s, Lucas Baird.
We encourage you to visit our 52 books you should read before buying your next stock page on our website. We have compiled a list of books / documentaries that have influenced our investment style or helped provide insight into the investment process. To view all previous Cadence webcasts and press articles, please visit the Media Section of the website.
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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.