In this webcast, Karl Siegling gives an update on the company’s performance and the portfolio’s composition. Jackson Aldridge and Charlie Gray then discuss the portfolio’s top 20 holdings and the company’s current investment themes. Karl Siegling then gives an update on DeepGreen Metals and finishes with the outlook for 2021.
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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.