At the 2019 CDM Annual General Meeting, Chairman Karl Siegling firstly 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. Independent director Jenelle Webster then discusses the corporate governance review that was undertaken during the year and the improvements that […]
In this webcast, Karl Siegling firstly provides an update on the Company’s performance and then discusses CDM’s discount to NTA. He then discusses the portfolio construction and some of the Company’s top stock holdings, and then finishes with an update on the outlook for 2020.
In this webcast, Karl Siegling discusses the funds strong performance since its inception. He then gives a refresher on the fund’s investment strategy and how it differs from Cadence Capital Limited. He then discusses the current portfolio holdings and gives an update on the market outlook.
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.