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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 […]

News, Newsletters2, Uncategorised

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 […]

News, Newsletters2, Uncategorised

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 […]

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. […]

News, Newsletters2, Uncategorised

Cadence Capital Limited February Newsletter

March, 2019

For the month of February 2019, Cadence Capital Limited returned a positive gross performance of 3.0% compared to an increase in the All Ordinaries Accumulation Index of 6.1%. For the month, the largest contributors to the Company’s performance were ARQ Group, Macquarie Group, Money3 Corporation, Noni B, Seven Group and Stanmore Coal. The largest detractor […]

News, Newsletters2, Uncategorised

Cadence Capital Limited January Newsletter

February, 2019

For the month of January 2019, Cadence Capital Limited returned a positive gross performance of 0.7% compared to an increase in the All Ordinaries Accumulation Index of 4.0%. For the past month, the largest contributors to the Company’s performance were Macquarie Group, Money3 Corporation and Santos. The largest detractors from performance were ARQ Group Ltd […]