Cadence Opportunities Fund

Videos

External Interviews, News

Karl Siegling discusses the company’s upcoming LIC with Informed Investor

July, 2018

  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

Company Videos, News

March 2018 Quarterly Webcast

May, 2018

In this Webcast, Karl Siegling discusses the company’s quarterly performance detailing the stocks that have performed well for the company during this period. He then discusses two stocks in the portfolio, Shine Corporation (ASX:SHJ) and Noni B (ASX:NBL), and gives an update on the company’s outlook. He closes by discussing the launch of a new […]

External Interviews, News

Karl Siegling pinpoints opportunities in Australia and abroad in a podcast interview with InvestSMART

April, 2018

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.

External Interviews, News

‘We are in an upward trend in resources’: Karl Siegling on Sky News Business

March, 2018

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 […]

External Interviews, News

Karl Siegling on Livewire Buy Hold Sell: 5 high quality big caps

March, 2018

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. […]

External Interviews, News

Karl Siegling on Livewire Buy Hold Sell: 3 thriving small cap financials

March, 2018

In this episode of Buy Hold Sell Karl discusses his views on Banks. When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it’s a headwind for banks, lending to small players is now an opportunity for a group of nimble, emerging lenders such as Homeloans (HOM) and Money3 […]