In this half-year webcast, Karl Siegling first discusses the Company’s half-year results and the 3.0c fully franked interim dividend before providing an update on the fund, including an estimated NTA update. He then discusses the current composition of the portfolio and looks at six of its current holdings, namely Samsung (005930 KS), EQ Resources (EQR AU), Robex Resources (RXR AU), Endeavor Mining (EDV CN), Cyprium Metals (CYM AU) and Guzman and Gomez (GYG AU). Karl closes by discussing the half-year reporting season and the outlook for the rest of the year.
10 Books To Read Before Buying Your Next Stock
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.