Karl Siegling details the performance of the portfolio over the 2012 financial year and also gives an update on both shareholder return and fund exposure. He then discusses the performance of certain positions and sectors during the past year before closing with a detailed dicussion on the bonus option issue.
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.