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Cadence Capital Limited July Newsletter

August, 2020

Cadence Capital Limited had a good start to the new financial year returning 3.9% in July 2020, outperforming the All Ordinaries Accumulation Index by 3.0% during the month. The largest contributors to performance during the month were Credit Corp Group, AP Eagers, Pinterest Inc, City Chic Collective, Money3 Corp, Uniti Group and Alibaba Group. The […]

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Cadence Opportunities Fund July 2020 Year-End Investor Presentation

August, 2020

 In this online year-end investor presentation Karl Siegling, Jackson Aldridge, and Charlie Gray provide an update on the fund including its recent performance, strategy refresher, portfolio attribution, portfolio positions and the current investment themes emerging in the portfolio.

News, Newsletters2, Uncategorised

Cadence Capital Limited June Newsletter

July, 2020

Cadence Capital Limited completed the financial year down 4.9% over the prior 12 months, outperforming the All Ordinaries Accumulation Index by 2.3% over the same period. For the month of June 2020, the fund was up 0.3% compared to the All Ordinaries Accumulation Index which was up 2.3%. The largest contributors to performance during June […]

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CDM June 2020 Investor Presentation Q & A Session

June, 2020

 This is the Questions and Answers session following the June 2020 Cadence Capital Limited Investor Presentation.

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June 2020 Cadence Capital Limited Investor Presentation

June, 2020

 In this online investor presentation Karl Siegling provides an update on the fund including its recent performance, current holdings and positioning, and the key investment themes emerging in the portfolio. He also discusses the Company’s discount to NTA, tax asset, and capital management strategy.

News, Newsletters2, Uncategorised

Cadence Capital Limited May Newsletter

June, 2020

Cadence Capital Limited returned a positive gross performance of 9.3% during the month of May 2020 outperforming the All Ordinaries Accumulation Index by 4.3%. Financial year-to-date Cadence Capital Limited is down 5.1% compared to the All Ordinaries Accumulation Index which is down 9.3%. For the month of May, the largest contributors to performance were Resimac […]