In this webcast, Karl Siegling firstly provides an update on the Company’s performance and portfolio positioning. Jackson Aldridge and Charlie Gray then discuss some of the funds long and short positions. Karl Siegling finishes with the outlook for...
In this webcast, Karl Siegling firstly provides an update on the Company’s performance, upcoming dividend payment and CDM’s discount to NTA. Jackson Aldridge and Charlie Gray then discuss the Company’s current investment themes and positioning. Karl Siegling...
Bell Potters interview with Cadence Capital Limited Founder & Portfolio Manager Karl Siegling, discusses the Company’s investment philosophy and beliefs, the Company's performance, discount to NTA of the Company's shares price, and current investment themes.
In this webcast, Karl Siegling gives an update on the company’s performance and the portfolio’s composition. Jackson Aldridge and Charlie Gray then discuss the portfolio’s top 20 holdings and the company's current investment themes. Karl Siegling then gives an...
At the 2020 Cadence Opportunities Fund Annual General Meeting and Investor Briefing, Chairman Karl Siegling initially gives an update on the company’s performance and the Rights Issue and Shortfall Offer. Karl and portfolio managers Charlie Gray and Jackson...
At the 2020 CDM Annual General Meeting, Chairman Karl Siegling initially 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. Karl and portfolio managers Charlie Gray...