In this year-end webcast, Karl Siegling first provides an update on the Company’s full year results, the 7.0c fully franked final dividend, the current composition of the portfolio and the Company’s discount to NTA. He then discusses price earnings expansion before looking into the company’s investments in the gold sector. He then discusses the following four investments in some detail, Endeavor Mining (EDV CN), Amplitude Energy (AEL AU), Motorcycle Holdings (MTO AU) and Guzman Y Gomez (GYG AU) before closing with 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.