In this webcast Karl Siegling provides an update regarding Q1 2015 performance and discusses with Simon Bonouvrie (Cadence Capital Portfolio Manager) the fund’s investment in Gilead Science Inc (GILD US).
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.