In this quarterly webcast, Karl Siegling first gives an update on the Company’s performance, its 3.0c fully franked interim dividend paid, CDM’s discount to NTA, the current composition of the portfolio and its top 20 holdings. Karl then discusses in detail two of the fund’s investments Predictive Discovery (PDI AU) and Samsung (005930 KS) before closing with an update on the outlook for the rest of the year. Karl then closes by reminding investors of the upcoming Investor Presentations where we will highlight important emerging themes for the future.
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.