In this Webcast, Karl Siegling discusses the company’s performance for the half year, including a detailed review of the top holdings. He then concludes with an updated outlook for the fund.
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.