The April 2013 quarterly webcast firstly gives a brief update on the fund’s performance and it’s recent capital raise. This is followed with Karl Siegling giving an explanation of Cadence Capital Limited’s Investment Philosophy and a detailed insight into its Investment Process.
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.