At the 2020 Cadence Opportunities Fund Annual General Meeting and Investor Briefing, Chairman Karl Siegling initially gives an update on the company’s performance and the Rights Issue and Shortfall Offer. Karl and portfolio managers Charlie Gray and Jackson Aldridge then discuss a number of portfolio positions and then close off with the outlook for […]
At the 2020 CDM Annual General Meeting, Chairman Karl Siegling initially discusses the company’s performance over the past year and the opportunity which presents in the company’s shares trading at a discount to NTA. Karl and portfolio managers Charlie Gray and Jackson Aldridge then discuss a number of the company’s current positions and then […]
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.