History has shown that investment opportunities can be missed in volatile markets. In this presentation recorded by Livewire at The Australian Shareholders Association LIC conference, Karl Siegling explains the new Cadence Opportunities Fund IPO which aims to generate alpha by taking advantage of shorter duration trends by scaling into and out of stocks and […]
In this video Karl discusses the company’s upcoming LIC and the following key points: Details of the new listing and how it differs from their existing Fund The investment mandate and reasons behind the shorter-term focus of the new product The structure of the upcoming offer Karl’s future role
In this interview with InvestSMART Karl discusses the Cadence approach of only buying a stock that is fundamentally cheap and technically strong. Known for its scale-in, scale-out strategy, Cadence enters portfolio positions incrementally.
In this interview with Sky News Business Karl discusses the withdrawal of the major banks from areas seen as higher risk lending, for example ‘non-conforming loans’, in the wake of increased regulation from APRA and Basel. As well as the scrutiny from the Royal Commission and the significant opportunities this has created for smaller financiers […]
In this episode of Buy Hold Sell Karl discusses his views on CSL Limited (ASX:CSL), Macquarie Group (ASX:MQG), Transurban (ASX:TCL), Sydney Airport (ASX:SYD) and REA Group (ASX:REA). Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match. […]