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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 […]

News, Newsletters2, Uncategorised

Cadence Capital Limited September Newsletter

October, 2019

Cadence Capital Limited returned a negative gross performance of 1.3% during the month of September 2019 compared to an increase in the All Ordinaries Accumulation Index of 2.1%. For the month, the largest detractors from performance were ARQ Group, Ausnutria Dairy Corporation and Strike Energy. The largest contributors to the Company’s performance were Eclipx Group […]

News, Newsletters2, Uncategorised

Cadence Capital Limited August Newsletter

September, 2019

Cadence Capital Limited returned a gross negative performance of 0.7% during August 2019, outperforming the All Ordinaries Accumulation Index by 1.5%. For the month, the largest contributors to the Company’s performance were Detour Gold, Eclipx Group, Shine Corporate and Strike Energy. The largest detractors from performance were Ausnutria Dairy, ARQ Group and Champion Iron. At […]

News, Newsletters2, Uncategorised

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 […]

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 […]