In Part I, Karl Siegling discusses the past year’s performance, the biggest detractors and contributors, the discount to NTA of the Company’s share price and the year-end Final Dividend.
In Part II, Karl Siegling discusses the current portfolio, investments in Eclipx (ECX), Bingo Industries (BIN), Alibaba (BABA US) and Resimac (RMC) and the outlook for the year ahead.
In this Webcast, Karl Siegling discusses the company’s performance, reviews the portfolios top holdings, discusses the discount to NTA of the Company’s share price and gives an update on the market outlook.
In this Webcast, Karl Siegling discusses the company’s performance for the half year, including a detailed review of the top holdings. He then concludes with an updated outlook for the fund.
In this video Karl Siegling, Alan Crozier and Charlie Gray, portfolio managers of Cadence Capital Limited, give an update on the Company’s performance, discuss the Company’s top stock holdings and a brief outlook for 2019.