Cadence Capital managing director Karl Siegling expects Macquarie will still have a solid 2017, and believes that two-thirds of the stock valuation should reflect the higher valuation of global asset managers rather than investments banks. "As an investor I don't...
Cadence In The Press
Big banks set to face more scrutiny as profits near $16bn – The Australian
“The big banks will next week hand down interim profits of almost $16 billion, intensifying the spotlight on the sector amid heightened political and regulatory tension.”
New year public floats reward wary investors – The Australian
“In the first quarter of the calendar year, new listings generated average gains of 7.6 per cent, outperforming a 4 per cent fall in the S&P/ASX 200.”
Is the sharemarket rally here to stay? – SMH
“The recent rise in the value of Australian shares has been a nice change for investors still reeling after a particularly rocky start to the year. But should investors chase this sharemarket rally?”
Karl Siegling in Under The Radar Report – January 2016 Edition
Karl Siegling is interviewed by Under The Radar Report and discusses the details of a few of the stocks he’s interested in.
Joanna Weidenmiller’s 1-Page licence to thrill
Cadence Capital founder and portfolio manager Karl Siegling bought into the 1-Page float but his fund has since divested its holdings. “It was a master stroke by Joanna to raise money in an Australian listing rather than doing a further round of funding in the USA among the venture capital industry,” Siegling says. “The timing was extremely good and there is a shortage of listed opportunities in the sector on the ASX.”