At the 2021 AGM Investor Briefing, Chairman Karl Siegling starts by giving an update on the Company’s recent IPO, performance, dividends, profits reserves and franking balances and its current portfolio structure. Portfolio managers Jackson Aldridge and Charlie Gray then discuss CDO’s trading statistics and a number of the company’s current positions. Karl Siegling closes off with the outlook for 2022.
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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.