Company Videos

 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.

 This is the Questions and Answers session following the June 2020 Cadence Capital Limited Investor Presentation.

 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.

 In this Audiocast, Karl Siegling provides an update on recent market movements (following the spread of COVID-19 globally), the Company’s performance, current exposure levels and its current cash holdings. He then discusses the upcoming dividend and the CDM’s discount to NTA. He closes by discussing the current outlook for the market and the Company.

 At the Cadence Opportunities Fund AGM and Investor Briefing, Chairman Karl Siegling firstly discusses the company’s performance, followed by portfolio manager Jackson Aldridge discussing a number of current portfolio positions. The meeting concluded with Karl giving a brief outlook for 2020.