In this quarterly audiocast, Karl Siegling firstly provides an update on the Company’s performance, fully franked interim dividend, the portfolio’s composition and the funds current cash levels. Charlie Gray and Jackson Aldridge then discuss the company’s trading statistics, investment themes and some of its current long and short holdings. Karl Siegling finishes with an update on the outlook for 2022.
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.