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Cadence Capital Limited July Newsletter

August, 2019

Cadence Capital Limited returned a gross performance of 2.3% during July 2019. Stocks that contributed positively during the month were Bingo Industries, Eclipx Group, Resimac Group, Strike Energy and Treasury Wine Estates. The largest detractor for the month was Ausnutria Dairy. Over the past six months the Company has added to several new positions which […]

News, Newsletters2, Uncategorised

Cadence Capital Limited June Newsletter

July, 2019

Cadence Capital Limited returned a negative gross performance of 4.3% in June. The negative performance for the month was primarily caused by the portfolio’s holding in ARQ Group, which had an earnings downgrade during the month. Axcess Today and Vocus Communications also contributed negatively for the month. Stocks that contributed positively during the month were […]

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Cadence Capital Limited May Newsletter

June, 2019

Cadence Capital Limited returned a negative gross performance of 1.5% in May, compared to an increase in the All Ordinaries Accumulation Index of 1.7%. For the month, the largest contributors to the Company’s performance were Champion Iron and Money3 Corporation Limited. The largest detractors from performance were JD.com, Macquarie Group Ltd and Qualcomm. At 31st […]

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Cadence Capital Limited April Newsletter

May, 2019

Cadence Capital Limited returned a positive gross performance of 3.5% in April, outperforming the All Ordinaries Accumulation Index by 1.0%. For the month, the largest contributors to the Company’s performance were DeepGreen Metals, Qualcomm, Seven Group, Stanmore Coal and Treasury Wine Estates. The largest detractors from performance were ARQ Group and Macmahon Holdings. At 30th […]

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March 2019 Quarterly Webcast

April, 2019

 In this Webcast, Karl Siegling discusses the company’s performance, reviews the portfolios top holdings, discusses the discount to NTA of the Company’s share price and gives an update on the market outlook.

News, Newsletters2, Uncategorised

Cadence Capital Limited March Newsletter

April, 2019

For the month of March 2019, Cadence Capital Limited returned a negative gross performance of 1.9% compared to an increase in the All Ordinaries Accumulation Index of 0.7%. For the month, the largest contributor to the Company’s performance was Shine Corporate and the largest detractors from performance were Emeco Holdings, Money3 Corporation and Seven Group. […]