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Articles, Cadence In The Press, Media, News

Fund manager Cadence kicks off $100m pitch for ‘shorter term’ fund

November, 2018

Sydney-based equities investor Cadence Asset Management has outlined its pitch for a new listed investment company that will seek to profit from market volatility. Cadence chairman Karl Siegling has told potential investors the new fund would would be more focused on short term price trends with a six to 18-month time horizon, rather than one to six years […]

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September 2018 Webcast

October, 2018

 In this Webcast, Karl Siegling discusses the company’s performance for the September 2018 quarter, including a more detailed review of two current positions in the portfolio, ARQ Group (ASX:ARQ) and Teva Pharmaceutical Industries (NYSE:TEVA). He then concludes with an updated outlook for the fund, and a brief overview of the upcoming Cadence Opportunities Fund […]

Articles, News

Banks approaching “maximum pessimism” and on the slide…

October, 2018

In this interview with Lucas Baird from RFI Group, Karl Siegling warns “Australian banks are on a slide and investors should keep their distance as the industry reaches, maximum pessimism.” “Royal Commission, Hayne, conflicts of interest, vertical & horizontal integration, everything you’ve read in the paper – it may be that temporarily we have formed […]

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Cadence Capital Limited September Newsletter

October, 2018

For the month of September 2018, Cadence Capital Limited returned a negative gross performance of 0.2%, compared to a decrease in the All Ordinaries Accumulation Index of 1.1%. As at the 30th September 2018 the fund is 83.9% invested (16.1% cash). On the 17th September 2018, the Company paid a 4.0 cent fully franked final dividend. This […]

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What it means to be a ‘contrarian’ investor

October, 2018

Emotions play a very big role in investing, but so does logic. In finance we often hear people say, “buy low, sell high” or “buy cheap stocks and sell expensive stocks”. You cannot fault the logic. It appeals to common sense, it makes intuitive sense and it should be a profitable strategy. But it is […]