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Cadence Capital Limited December Newsletter

January, 2020

Cadence Capital Limited returned a gross performance of 1.6% during the month of December 2019 outperforming the All Ordinaries Accumulation Index by 3.5%. For the month, the largest contributors to the performance were Resimac Group, Strike Energy and Money3 Corporation. The largest detractors for the month were Eclipx Group and Imdex. At 31st December 2019, […]

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2019 Cadence Opportunities Fund AGM and Investor Briefing- Video

December, 2019

 At the Cadence Opportunities Fund AGM and Investor Briefing, Chairman Karl Siegling firstly discusses the company’s performance, followed by portfolio manager Jackson Aldridge discussing a number of current portfolio positions. The meeting concluded with Karl giving a brief outlook for 2020.

News, Newsletters2, Uncategorised

Cadence Capital Limited November Newsletter

December, 2019

Cadence Capital Limited returned a gross performance of 1.4% during the month of November 2019 compared to an increase in the All Ordinaries Accumulation Index of 3.1%. For the month, the largest contributors to the performance were Resimac Group, Shine Corporate and Bingo Industries. The largest detractor was Strike Energy. Cadence Capital Limited held its […]

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2019 CDM Annual General Meeting & Investor Briefing – Video

December, 2019

 At the 2019 CDM Annual General Meeting, Chairman Karl Siegling firstly discusses the company’s performance over the past year and the opportunity which presents in the company’s shares trading at a discount to NTA. Independent director Jenelle Webster then discusses the corporate governance review that was undertaken during the year and the improvements that […]

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September 2019 Quarterly Webcast

November, 2019

 In this webcast, Karl Siegling firstly provides an update on the Company’s performance and then discusses CDM’s discount to NTA. He then discusses the portfolio construction and some of the Company’s top stock holdings, and then finishes with an update on the outlook for 2020.

News, Newsletters2, Uncategorised

Cadence Capital Limited October Newsletter

November, 2019

Cadence Capital Limited returned a negative gross performance of 1.0% during the month of October 2019 compared to a decrease in the All Ordinaries Accumulation Index of 0.4%. For the month, the largest detractors from performance were Champion Iron, Eclipx Group, Money3 Corp and Stanmore Coal. The largest contributors to the Company’s performance were ARQ […]