At the 2022 CDM and CDO AGM Investor Briefing, Chairman Karl Siegling starts by giving an update on CDM and CDO’s performance, discusses the changes in the portfolios and talks about some important changes in market trends. Karl Siegling, Jackson Aldridge and Charlie Gray then discuss a number of current long and short positions in the funds. Karl Siegling closes with the outlook for 2023.
Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.
The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.
Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.