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.
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 […]