In this webcast, Karl Siegling firstly provides an update on the Company’s performance, upcoming dividend payment and CDM’s discount to NTA. Jackson Aldridge and Charlie Gray then discuss the portfolio’s construction and some of the Company’s current investment themes. Karl Siegling finishes with an update on the outlook for 2021.
In this Cadence Opportunities Fund Presentation Karl Siegling discusses in detail the upcoming Entitlement Offer and Shortfall Offer. This offer is open to both existing and new Cadence Opportunities Fund Investors. Please click here to view the Offer Information Statement. This offer opens on 22nd October 2020 and all Acceptance Forms and Application Forms […]
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.
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.
In this Audiocast, Karl Siegling firstly provides an update on Cadence Opportunities Fund’s performance, its current exposure levels and its current cash holdings. He then discusses the current outlook for the market and the Company.